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 | $111,337 | $114,381-2.7% | $107,525+3.5% | $142,382-21.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,813 | $4,015-29.9% | $3,754-25.1% | $4,299-34.6% |
| Participant deferral / active EE | $7,270 | $5,564+30.7% | $5,116+42.1% | $6,507+11.7% |
| Admin fee / account holder | $30,570 | $9,860+210.0% | $8,919+242.8% | $12,624+142.2% |