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 | $136,443 | $144,119-5.3% | $117,854+15.8% | $147,584-7.5% |
| Participation rate | 70.8% | 83.4%-12.6pp | 79.7%-8.8pp | 82.8%-12.0pp |
| Annual return | 15.89% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,295 | $4,896-53.1% | $3,786-39.4% | $4,876-52.9% |
| Participant deferral / active EE | $4,470 | $5,316-15.9% | $4,482-0.3% | $5,439-17.8% |
| Admin fee / account holder | $1,452 | $10,886-86.7% | $8,020-81.9% | $10,885-86.7% |