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 | $106,791 | $144,119-25.9% | $117,854-9.4% | $147,584-27.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 19.58% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,259 | $4,896-53.9% | $3,786-40.3% | $4,876-53.7% |
| Participant deferral / active EE | $10,621 | $5,316+99.8% | $4,482+137.0% | $5,439+95.3% |
| Admin fee / account holder | $607 | $10,886-94.4% | $8,020-92.4% | $10,885-94.4% |