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 | $148,957 | $197,591-24.6% | $177,821-16.2% | $158,922-6.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.38% | 58.76%-51.4pp | 48.32%-40.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $7,166 | $6,697+7.0% | $5,918+21.1% | $4,761+50.5% |
| Participant deferral / active EE | $16,326 | $8,405+94.2% | $7,714+111.6% | $5,982+172.9% |
| Admin fee / account holder | $38,159 | $15,399+147.8% | $12,427+207.1% | $11,246+239.3% |