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 | $177,246 | $209,411-15.4% | $178,490-0.7% | $158,922+11.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 19.48% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $12,072 | $5,706+111.5% | $5,011+140.9% | $4,761+153.5% |
| Participant deferral / active EE | $8,366 | $5,954+40.5% | $5,202+60.8% | $5,982+39.9% |
| Admin fee / account holder | $589 | $17,074-96.5% | $13,984-95.8% | $11,246-94.8% |