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 | $155,738 | $226,064-31.1% | $182,532-14.7% | $152,861+1.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.86% | 192.51%-169.6pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,846 | $4,978-22.8% | $4,076-5.7% | $4,762-19.2% |
| Participant deferral / active EE | $9,670 | $6,368+51.9% | $5,524+75.0% | $5,850+65.3% |
| Admin fee / account holder | $739 | $10,703-93.1% | $8,592-91.4% | $11,596-93.6% |