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 | $123,057 | $144,119-14.6% | $117,854+4.4% | $147,584-16.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 16.53% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $10,468 | $4,896+113.8% | $3,786+176.5% | $4,876+114.7% |
| Participant deferral / active EE | $6,777 | $5,316+27.5% | $4,482+51.2% | $5,439+24.6% |
| Admin fee / account holder | $866 | $10,886-92.0% | $8,020-89.2% | $10,885-92.0% |