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 | $149,574 | $168,632-11.3% | $147,614+1.3% | $125,391+19.3% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.12% | 77.65%-77.5pp | 61.98%-61.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $8,734 | $6,252+39.7% | $5,564+57.0% | $4,866+79.5% |
| Participant deferral / active EE | $8,721 | $5,507+58.4% | $4,895+78.2% | $5,352+63.0% |
| Admin fee / account holder | $2,378 | $13,580-82.5% | $11,611-79.5% | $9,540-75.1% |