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 | $180,791 | $165,984+8.9% | $164,813+9.7% | $145,922+23.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.35% | 100.03%-74.7pp | 69.93%-44.6pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,932 | $5,273-63.4% | $4,341-55.5% | $4,660-58.5% |
| Participant deferral / active EE | $6,101 | $6,959-12.3% | $6,031+1.2% | $6,688-8.8% |
| Admin fee / account holder | $11,388 | $16,648-31.6% | $12,690-10.3% | $13,397-15.0% |