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 7-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 | $136,664 | $165,984-17.7% | $164,813-17.1% | $145,922-6.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.15% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,205 | $5,273-39.2% | $4,341-26.2% | $4,660-31.2% |
| Participant deferral / active EE | $6,927 | $6,959-0.5% | $6,031+14.8% | $6,688+3.6% |
| Admin fee / account holder | $75,762 | $16,648+355.1% | $12,690+497.0% | $13,397+465.5% |