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 | $149,739 | $176,056-14.9% | $159,436-6.1% | $167,490-10.6% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 16.41% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $4,879 | $5,297-7.9% | $4,829+1.0% | $4,837+0.9% |
| Participant deferral / active EE | $9,063 | $7,750+16.9% | $7,352+23.3% | $6,341+42.9% |
| Admin fee / account holder | $1,075 | $12,554-91.4% | $10,799-90.0% | $12,309-91.3% |