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 | $172,952 | $217,402-20.4% | $185,823-6.9% | $167,490+3.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.80% | 148.36%-130.6pp | 122.05%-104.2pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,240 | $5,873-44.8% | $5,167-37.3% | $4,837-33.0% |
| Participant deferral / active EE | $5,380 | $6,356-15.4% | $5,568-3.4% | $6,341-15.2% |
| Admin fee / account holder | $739 | $19,811-96.3% | $16,237-95.4% | $12,309-94.0% |