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 | $153,932 | $183,963-16.3% | $162,163-5.1% | $152,861+0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.59% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,913 | $6,371-38.6% | $5,614-30.3% | $4,762-17.8% |
| Participant deferral / active EE | $11,937 | $8,034+48.6% | $7,298+63.6% | $5,850+104.0% |
| Admin fee / account holder | $4,915 | $13,121-62.5% | $10,843-54.7% | $11,596-57.6% |