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 | $153,650 | $209,411-26.6% | $178,490-13.9% | $158,922-3.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.76% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,545 | $5,706-72.9% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $5,524 | $5,954-7.2% | $5,202+6.2% | $5,982-7.7% |
| Admin fee / account holder | $1,133 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |