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 | $204,029 | $217,402-6.2% | $185,823+9.8% | $167,490+21.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.48% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $5,839 | $5,873-0.6% | $5,167+13.0% | $4,837+20.7% |
| Participant deferral / active EE | $7,061 | $6,356+11.1% | $5,568+26.8% | $6,341+11.3% |
| Admin fee / account holder | $1,287 | $19,811-93.5% | $16,237-92.1% | $12,309-89.5% |