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 | $131,379 | $176,056-25.4% | $159,436-17.6% | $167,490-21.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.21% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $6,657 | $5,297+25.7% | $4,829+37.8% | $4,837+37.6% |
| Participant deferral / active EE | $6,829 | $7,750-11.9% | $7,352-7.1% | $6,341+7.7% |
| Admin fee / account holder | $569 | $12,554-95.5% | $10,799-94.7% | $12,309-95.4% |