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 | $146,363 | $226,064-35.3% | $182,532-19.8% | $152,861-4.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.04% | 192.51%-175.5pp | 148.54%-131.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,216 | $4,978-35.4% | $4,076-21.1% | $4,762-32.5% |
| Participant deferral / active EE | $5,277 | $6,368-17.1% | $5,524-4.5% | $5,850-9.8% |
| Admin fee / account holder | $9,193 | $10,703-14.1% | $8,592+7.0% | $11,596-20.7% |