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 | $159,740 | $209,411-23.7% | $178,490-10.5% | $158,922+0.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.43% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $9,119 | $5,706+59.8% | $5,011+82.0% | $4,761+91.5% |
| Participant deferral / active EE | $11,360 | $5,954+90.8% | $5,202+118.4% | $5,982+89.9% |
| Admin fee / account holder | $15,212 | $17,074-10.9% | $13,984+8.8% | $11,246+35.3% |