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 | $135,680 | $144,119-5.9% | $117,854+15.1% | $147,584-8.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 15.74% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,843 | $4,896-41.9% | $3,786-24.9% | $4,876-41.7% |
| Participant deferral / active EE | $2,625 | $5,316-50.6% | $4,482-41.4% | $5,439-51.7% |
| Admin fee / account holder | $7,391 | $10,886-32.1% | $8,020-7.8% | $10,885-32.1% |