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 | $112,018 | $144,119-22.3% | $117,854-5.0% | $147,584-24.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 17.93% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,099 | $4,896-36.7% | $3,786-18.1% | $4,876-36.4% |
| Participant deferral / active EE | $5,868 | $5,316+10.4% | $4,482+30.9% | $5,439+7.9% |
| Admin fee / account holder | $911 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |