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 | $172,968 | $173,345-0.2% | $136,007+27.2% | $145,922+18.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 1163.32%-1149.0pp | 579.32%-565.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,786 | $5,278-66.2% | $4,217-57.6% | $4,660-61.7% |
| Participant deferral / active EE | $2,207 | $8,699-74.6% | $7,025-68.6% | $6,688-67.0% |
| Admin fee / account holder | $611 | $9,954-93.9% | $6,858-91.1% | $13,397-95.4% |