See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,425 | $165,984-13.6% | $164,813-13.0% | $145,922-1.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.68% | 100.03%-87.4pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,550 | $5,273-32.7% | $4,341-18.2% | $4,660-23.8% |
| Participant deferral / active EE | $9,656 | $6,959+38.8% | $6,031+60.1% | $6,688+44.4% |
| Admin fee / account holder | $2,504 | $16,648-85.0% | $12,690-80.3% | $13,397-81.3% |