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 | $151,460 | $198,466-23.7% | $170,442-11.1% | $147,584+2.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.69% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,625 | $6,184+7.1% | $5,433+21.9% | $4,876+35.9% |
| Participant deferral / active EE | $6,520 | $5,629+15.8% | $4,939+32.0% | $5,439+19.9% |
| Admin fee / account holder | $830 | $16,852-95.1% | $13,880-94.0% | $10,885-92.4% |