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 | $168,497 | $217,402-22.5% | $185,823-9.3% | $167,490+0.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.67% | 148.36%-129.7pp | 122.05%-103.4pp | 478.56%-459.9pp |
| Employer contribution / active EE | $6,000 | $5,873+2.2% | $5,167+16.1% | $4,837+24.0% |
| Participant deferral / active EE | $4,319 | $6,356-32.1% | $5,568-22.4% | $6,341-31.9% |
| Admin fee / account holder | $12,406 | $19,811-37.4% | $16,237-23.6% | $12,309+0.8% |