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 | $174,419 | $226,064-22.8% | $182,532-4.4% | $152,861+14.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.33% | 192.51%-180.2pp | 148.54%-136.2pp | 345.32%-333.0pp |
| Employer contribution / active EE | $3,595 | $4,978-27.8% | $4,076-11.8% | $4,762-24.5% |
| Participant deferral / active EE | $3,807 | $6,368-40.2% | $5,524-31.1% | $5,850-34.9% |
| Admin fee / account holder | $4,089 | $10,703-61.8% | $8,592-52.4% | $11,596-64.7% |