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 | $155,393 | $176,056-11.7% | $159,436-2.5% | $167,490-7.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.89% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $11,690 | $5,297+120.7% | $4,829+142.1% | $4,837+141.6% |
| Participant deferral / active EE | $6,390 | $7,750-17.5% | $7,352-13.1% | $6,341+0.8% |
| Admin fee / account holder | $6,368 | $12,554-49.3% | $10,799-41.0% | $12,309-48.3% |