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 | $155,704 | $209,411-25.6% | $178,490-12.8% | $158,922-2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.12% | 188.75%-168.6pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $6,657 | $5,706+16.7% | $5,011+32.9% | $4,761+39.8% |
| Participant deferral / active EE | $5,253 | $5,954-11.8% | $5,202+1.0% | $5,982-12.2% |
| Admin fee / account holder | $17,214 | $17,074+0.8% | $13,984+23.1% | $11,246+53.1% |