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 | $126,988 | $121,625+4.4% | $104,607+21.4% | $158,922-20.1% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 10.09% | 465.26%-455.2pp | 340.46%-330.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,868 | $3,163-9.3% | $2,681+7.0% | $4,761-39.8% |
| Participant deferral / active EE | $7,388 | $4,177+76.8% | $3,740+97.5% | $5,982+23.5% |
| Admin fee / account holder | $2,077 | $7,787-73.3% | $6,473-67.9% | $11,246-81.5% |