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 | $166,803 | $198,466-16.0% | $170,442-2.1% | $147,584+13.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.25% | 257.29%-246.0pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,374 | $6,184-61.6% | $5,433-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $11,091 | $5,629+97.0% | $4,939+124.5% | $5,439+103.9% |
| Admin fee / account holder | $5,583 | $16,852-66.9% | $13,880-59.8% | $10,885-48.7% |