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 | $156,761 | $148,534+5.5% | $135,903+15.3% | $139,434+12.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.87% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,049 | $5,243-41.8% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $4,315 | $8,100-46.7% | $7,758-44.4% | $6,710-35.7% |
| Admin fee / account holder | $16,357 | $12,400+31.9% | $10,762+52.0% | $11,403+43.5% |