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 | $165,657 | $173,345-4.4% | $136,007+21.8% | $145,922+13.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 1163.32%-1146.0pp | 579.32%-562.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,537 | $5,278-33.0% | $4,217-16.1% | $4,660-24.1% |
| Participant deferral / active EE | $5,950 | $8,699-31.6% | $7,025-15.3% | $6,688-11.0% |
| Admin fee / account holder | $2,895 | $9,954-70.9% | $6,858-57.8% | $13,397-78.4% |