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 | $193,949 | $209,336-7.4% | $197,124-1.6% | $137,256+41.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.69% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,495 | $6,591-31.8% | $6,227-27.8% | $4,156+8.2% |
| Participant deferral / active EE | $14,654 | $9,614+52.4% | $9,135+60.4% | $6,407+128.7% |
| Admin fee / account holder | $14,506 | $17,308-16.2% | $16,298-11.0% | $12,270+18.2% |