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 5-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 | $125,360 | $165,984-24.5% | $164,813-23.9% | $145,922-14.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 16.06% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,318 | $5,273-18.1% | $4,341-0.5% | $4,660-7.3% |
| Participant deferral / active EE | $5,797 | $6,959-16.7% | $6,031-3.9% | $6,688-13.3% |
| Admin fee / account holder | $800 | $16,648-95.2% | $12,690-93.7% | $13,397-94.0% |