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 | $136,558 | $157,256-13.2% | $141,162-3.3% | $152,861-10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.96% | 64.32%-48.4pp | 71.39%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $5,066 | $5,261-3.7% | $4,735+7.0% | $4,762+6.4% |
| Participant deferral / active EE | $7,135 | $7,109+0.4% | $6,709+6.3% | $5,850+22.0% |
| Admin fee / account holder | $3,013 | $12,120-75.1% | $10,261-70.6% | $11,596-74.0% |