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 | $169,154 | $209,411-19.2% | $178,490-5.2% | $158,922+6.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.48% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $10,683 | $5,706+87.2% | $5,011+113.2% | $4,761+124.4% |
| Participant deferral / active EE | $9,626 | $5,954+61.7% | $5,202+85.1% | $5,982+60.9% |
| Admin fee / account holder | $1,144 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |