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 9-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 | $139,173 | $144,119-3.4% | $117,854+18.1% | $147,584-5.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.63% | 531.15%-519.5pp | 335.08%-323.4pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,657 | $4,896-66.2% | $3,786-56.2% | $4,876-66.0% |
| Participant deferral / active EE | $4,935 | $5,316-7.2% | $4,482+10.1% | $5,439-9.3% |
| Admin fee / account holder | $10,426 | $10,886-4.2% | $8,020+30.0% | $10,885-4.2% |