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 | $162,084 | $197,591-18.0% | $177,821-8.8% | $158,922+2.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.36% | 58.76%-40.4pp | 48.32%-30.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,734 | $6,697-14.4% | $5,918-3.1% | $4,761+20.4% |
| Participant deferral / active EE | $13,033 | $8,405+55.1% | $7,714+69.0% | $5,982+117.9% |
| Admin fee / account holder | $32,508 | $15,399+111.1% | $12,427+161.6% | $11,246+189.1% |