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 | $160,461 | $198,466-19.1% | $170,442-5.9% | $147,584+8.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.79% | 257.29%-246.5pp | 205.93%-195.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,480 | $6,184-43.7% | $5,433-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $4,921 | $5,629-12.6% | $4,939-0.4% | $5,439-9.5% |
| Admin fee / account holder | $18,139 | $16,852+7.6% | $13,880+30.7% | $10,885+66.6% |