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 | $160,989 | $148,534+8.4% | $135,903+18.5% | $139,434+15.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.78% | 79.19%-29.4pp | 68.23%-18.4pp | 372.94%-323.2pp |
| Employer contribution / active EE | $3,425 | $5,243-34.7% | $4,856-29.5% | $4,751-27.9% |
| Participant deferral / active EE | $5,200 | $8,100-35.8% | $7,758-33.0% | $6,710-22.5% |
| Admin fee / account holder | $8,043 | $12,400-35.1% | $10,762-25.3% | $11,403-29.5% |