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 | $189,760 | $209,411-9.4% | $178,490+6.3% | $158,922+19.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.12% | 188.75%-178.6pp | 151.07%-141.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $11,374 | $5,706+99.3% | $5,011+127.0% | $4,761+138.9% |
| Participant deferral / active EE | $5,795 | $5,954-2.7% | $5,202+11.4% | $5,982-3.1% |
| Admin fee / account holder | $1,400 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |