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 | $159,972 | $197,591-19.0% | $177,821-10.0% | $158,922+0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.74% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $7,756 | $6,697+15.8% | $5,918+31.1% | $4,761+62.9% |
| Participant deferral / active EE | $10,226 | $8,405+21.7% | $7,714+32.6% | $5,982+70.9% |
| Admin fee / account holder | $516 | $15,399-96.6% | $12,427-95.8% | $11,246-95.4% |