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 | $120,852 | $144,119-16.1% | $117,854+2.5% | $147,584-18.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.31% | 531.15%-508.8pp | 335.08%-312.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,680 | $4,896-24.8% | $3,786-2.8% | $4,876-24.5% |
| Participant deferral / active EE | $7,038 | $5,316+32.4% | $4,482+57.0% | $5,439+29.4% |
| Admin fee / account holder | $2,056 | $10,886-81.1% | $8,020-74.4% | $10,885-81.1% |