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 | $111,207 | $144,119-22.8% | $117,854-5.6% | $147,584-24.6% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 15.25% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,851 | $5,316+47.7% | $4,482+75.2% | $5,439+44.4% |
| Admin fee / account holder | $14,801 | $10,886+36.0% | $8,020+84.6% | $10,885+36.0% |