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 | $110,676 | $176,056-37.1% | $159,436-30.6% | $167,490-33.9% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 24.20% | 331.75%-307.6pp | 263.57%-239.4pp | 478.56%-454.4pp |
| Employer contribution / active EE | $5,232 | $5,297-1.2% | $4,829+8.3% | $4,837+8.2% |
| Participant deferral / active EE | $4,904 | $7,750-36.7% | $7,352-33.3% | $6,341-22.7% |
| Admin fee / account holder | $612 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |