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 | $157,432 | $209,411-24.8% | $178,490-11.8% | $158,922-0.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.96% | 188.75%-152.8pp | 151.07%-115.1pp | 302.83%-266.9pp |
| Employer contribution / active EE | $18,786 | $5,706+229.2% | $5,011+274.9% | $4,761+294.6% |
| Participant deferral / active EE | $8,617 | $5,954+44.7% | $5,202+65.7% | $5,982+44.0% |
| Admin fee / account holder | $3,891 | $17,074-77.2% | $13,984-72.2% | $11,246-65.4% |