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 | $166,020-22.3% | $164,866-21.7% | $145,959-11.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.26% | 100.08%-86.8pp | 69.97%-56.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,621 | $5,275+25.5% | $4,343+52.5% | $4,661+42.1% |
| Participant deferral / active EE | $8,275 | $6,961+18.9% | $6,033+37.2% | $6,689+23.7% |
| Admin fee / account holder | $1,695 | $16,644-89.8% | $12,689-86.6% | $13,398-87.3% |