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 | $130,348 | $144,119-9.6% | $117,854+10.6% | $147,584-11.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 17.29% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,678 | $4,896-45.3% | $3,786-29.3% | $4,876-45.1% |
| Participant deferral / active EE | $5,649 | $5,316+6.3% | $4,482+26.0% | $5,439+3.9% |
| Admin fee / account holder | $1,053 | $10,886-90.3% | $8,020-86.9% | $10,885-90.3% |