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 | $159,974 | $190,805-16.2% | $159,9600% | $134,475+19.0% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -11.21% | 552.23%-563.4pp | 408.60%-419.8pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,125 | $4,995+22.6% | $4,226+44.9% | $4,740+29.2% |
| Participant deferral / active EE | $8,581 | $6,923+23.9% | $6,182+38.8% | $6,400+34.1% |
| Admin fee / account holder | $1,017 | $10,471-90.3% | $8,698-88.3% | $11,426-91.1% |