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 | $211,442 | $135,635+55.9% | $110,238+91.8% | $135,375+56.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -0.98% | 513.19%-514.2pp | 314.74%-315.7pp | 519.73%-520.7pp |
| Employer contribution / active EE | $3,914 | $4,906-20.2% | $3,826+2.3% | $4,779-18.1% |
| Participant deferral / active EE | $11,505 | $5,506+108.9% | $4,672+146.3% | $5,609+105.1% |
| Admin fee / account holder | $9,965 | $11,457-13.0% | $8,547+16.6% | $10,827-8.0% |