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 | $143,116 | $217,402-34.2% | $185,823-23.0% | $167,490-14.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.09% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,443 | $5,873-41.4% | $5,167-33.4% | $4,837-28.8% |
| Participant deferral / active EE | $7,364 | $6,356+15.8% | $5,568+32.3% | $6,341+16.1% |
| Admin fee / account holder | $5,821 | $19,811-70.6% | $16,237-64.2% | $12,309-52.7% |