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 | $137,867 | $144,119-4.3% | $117,854+17.0% | $147,584-6.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 10.23% | 531.15%-520.9pp | 335.08%-324.8pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,604 | $4,896-46.8% | $3,786-31.2% | $4,876-46.6% |
| Participant deferral / active EE | $5,374 | $5,316+1.1% | $4,482+19.9% | $5,439-1.2% |
| Admin fee / account holder | $941 | $10,886-91.4% | $8,020-88.3% | $10,885-91.4% |