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 | $156,565 | $178,174-12.1% | $156,181+0.2% | $137,256+14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.34% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,223 | $4,972+5.0% | $4,294+21.6% | $4,156+25.7% |
| Participant deferral / active EE | $10,625 | $6,888+54.2% | $6,132+73.3% | $6,407+65.8% |
| Admin fee / account holder | $29,987 | $17,404+72.3% | $14,586+105.6% | $12,270+144.4% |