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 | $129,076 | $165,984-22.2% | $164,813-21.7% | $145,922-11.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.26% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $6,621 | $5,273+25.6% | $4,341+52.5% | $4,660+42.1% |
| Participant deferral / active EE | $8,275 | $6,959+18.9% | $6,031+37.2% | $6,688+23.7% |
| Admin fee / account holder | $1,695 | $16,648-89.8% | $12,690-86.6% | $13,397-87.3% |