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 | $191,356 | $198,466-3.6% | $170,442+12.3% | $147,584+29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.07% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,263 | $6,184-31.1% | $5,433-21.5% | $4,876-12.6% |
| Participant deferral / active EE | $8,556 | $5,629+52.0% | $4,939+73.2% | $5,439+57.3% |
| Admin fee / account holder | $4,716 | $16,852-72.0% | $13,880-66.0% | $10,885-56.7% |