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 | $129,944 | $148,534-12.5% | $135,903-4.4% | $139,434-6.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $9,521 | $5,243+81.6% | $4,856+96.1% | $4,751+100.4% |
| Participant deferral / active EE | $8,848 | $8,100+9.2% | $7,758+14.1% | $6,710+31.9% |
| Admin fee / account holder | $5,441 | $12,400-56.1% | $10,762-49.4% | $11,403-52.3% |