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 7-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 | $150,659 | $176,056-14.4% | $159,436-5.5% | $167,490-10.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 47.82% | 331.75%-283.9pp | 263.57%-215.7pp | 478.56%-430.7pp |
| Employer contribution / active EE | $4,769 | $5,297-10.0% | $4,829-1.3% | $4,837-1.4% |
| Participant deferral / active EE | $8,331 | $7,750+7.5% | $7,352+13.3% | $6,341+31.4% |
| Admin fee / account holder | $603 | $12,554-95.2% | $10,799-94.4% | $12,309-95.1% |