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 | $107,450 | $165,984-35.3% | $164,813-34.8% | $145,922-26.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.09% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,780 | $5,273-66.2% | $4,341-59.0% | $4,660-61.8% |
| Participant deferral / active EE | $6,315 | $6,959-9.3% | $6,031+4.7% | $6,688-5.6% |
| Admin fee / account holder | $477 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |