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 | $166,670 | $176,812-5.7% | $146,665+13.6% | $167,490-0.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 41.68% | 24.03%+17.6pp | 22.74%+18.9pp | 478.56%-436.9pp |
| Employer contribution / active EE | $2,869 | $5,160-44.4% | $4,136-30.6% | $4,837-40.7% |
| Participant deferral / active EE | $8,482 | $6,440+31.7% | $5,506+54.0% | $6,341+33.8% |
| Admin fee / account holder | $32,853 | $13,259+147.8% | $10,280+219.6% | $12,309+166.9% |