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 | $141,273 | $148,534-4.9% | $135,903+4.0% | $139,434+1.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 56.79% | 79.19%-22.4pp | 68.23%-11.4pp | 372.94%-316.2pp |
| Employer contribution / active EE | $4,259 | $5,243-18.8% | $4,856-12.3% | $4,751-10.4% |
| Participant deferral / active EE | $13,742 | $8,100+69.7% | $7,758+77.1% | $6,710+104.8% |
| Admin fee / account holder | $1,364 | $12,400-89.0% | $10,762-87.3% | $11,403-88.0% |