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 | $168,862 | $226,064-25.3% | $182,532-7.5% | $152,861+10.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.14% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,701 | $4,978-65.8% | $4,076-58.3% | $4,762-64.3% |
| Participant deferral / active EE | $7,572 | $6,368+18.9% | $5,524+37.1% | $5,850+29.4% |
| Admin fee / account holder | $3,171 | $10,703-70.4% | $8,592-63.1% | $11,596-72.7% |