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 | $161,462 | $176,056-8.3% | $159,436+1.3% | $167,490-3.6% |
| Participation rate | 73.9% | 84.9%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 19.18% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,621 | $5,297-50.5% | $4,829-45.7% | $4,837-45.8% |
| Participant deferral / active EE | $7,037 | $7,750-9.2% | $7,352-4.3% | $6,341+11.0% |
| Admin fee / account holder | $487 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |