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 | $162,045 | $209,411-22.6% | $178,490-9.2% | $158,922+2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.11% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,109 | $5,706+24.6% | $5,011+41.9% | $4,761+49.3% |
| Participant deferral / active EE | $8,956 | $5,954+50.4% | $5,202+72.2% | $5,982+49.7% |
| Admin fee / account holder | $816 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |