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 | $145,971 | $178,174-18.1% | $156,181-6.5% | $137,256+6.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.68% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,026 | $4,972-59.2% | $4,294-52.8% | $4,156-51.2% |
| Participant deferral / active EE | $2,596 | $6,888-62.3% | $6,132-57.7% | $6,407-59.5% |
| Admin fee / account holder | $31,659 | $17,404+81.9% | $14,586+117.0% | $12,270+158.0% |