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 | $160,592 | $183,963-12.7% | $162,163-1.0% | $152,861+5.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.34% | 150.76%-129.4pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $5,563 | $6,371-12.7% | $5,614-0.9% | $4,762+16.8% |
| Participant deferral / active EE | $6,237 | $8,034-22.4% | $7,298-14.5% | $5,850+6.6% |
| Admin fee / account holder | $4,166 | $13,121-68.3% | $10,843-61.6% | $11,596-64.1% |