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 | $101,707 | $144,119-29.4% | $117,854-13.7% | $147,584-31.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.37% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,603 | $4,896-67.3% | $3,786-57.7% | $4,876-67.1% |
| Participant deferral / active EE | $7,746 | $5,316+45.7% | $4,482+72.8% | $5,439+42.4% |
| Admin fee / account holder | $376 | $10,886-96.5% | $8,020-95.3% | $10,885-96.5% |