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 | $130,307 | $175,202-25.6% | $149,673-12.9% | $139,434-6.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.38% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,930 | $5,474-9.9% | $4,818+2.3% | $4,751+3.8% |
| Participant deferral / active EE | $6,391 | $6,519-2.0% | $5,680+12.5% | $6,710-4.8% |
| Admin fee / account holder | $1,445 | $16,150-91.1% | $13,210-89.1% | $11,403-87.3% |