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 | $155,015 | $198,466-21.9% | $170,442-9.1% | $147,584+5.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.31% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,085 | $6,184+14.6% | $5,433+30.4% | $4,876+45.3% |
| Participant deferral / active EE | $3,483 | $5,629-38.1% | $4,939-29.5% | $5,439-36.0% |
| Admin fee / account holder | $801 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |