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 | $148,473 | $198,466-25.2% | $170,442-12.9% | $147,584+0.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.33% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $7,040 | $6,184+13.9% | $5,433+29.6% | $4,876+44.4% |
| Participant deferral / active EE | $4,255 | $5,629-24.4% | $4,939-13.9% | $5,439-21.8% |
| Admin fee / account holder | $2,188 | $16,852-87.0% | $13,880-84.2% | $10,885-79.9% |