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 4-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 | $117,813 | $159,901-26.3% | $146,958-19.8% | $145,922-19.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.74% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,957 | $5,286-6.2% | $4,933+0.5% | $4,660+6.4% |
| Participant deferral / active EE | $12,394 | $8,428+47.1% | $8,070+53.6% | $6,688+85.3% |
| Admin fee / account holder | $8,688 | $15,044-42.2% | $12,998-33.2% | $13,397-35.1% |