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 | $178,066 | $210,648-15.5% | $177,9890% | $145,922+22.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.56% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,350 | $4,565-70.4% | $3,949-65.8% | $4,660-71.0% |
| Participant deferral / active EE | $4,043 | $6,958-41.9% | $6,276-35.6% | $6,688-39.6% |
| Admin fee / account holder | $2,969 | $12,013-75.3% | $10,363-71.4% | $13,397-77.8% |