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 | $138,683 | $144,119-3.8% | $117,854+17.7% | $147,584-6.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 15.50% | 531.15%-515.6pp | 335.08%-319.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,054 | $4,896-58.1% | $3,786-45.8% | $4,876-57.9% |
| Participant deferral / active EE | $7,150 | $5,316+34.5% | $4,482+59.5% | $5,439+31.5% |
| Admin fee / account holder | $1,186 | $10,886-89.1% | $8,020-85.2% | $10,885-89.1% |