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 | $131,698 | $132,634-0.7% | $115,768+13.8% | $137,256-4.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.86% | 160.70%-142.8pp | 100.46%-82.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,283 | $3,360-32.1% | $2,940-22.4% | $4,156-45.1% |
| Participant deferral / active EE | $2,187 | $5,619-61.1% | $4,917-55.5% | $6,407-65.9% |
| Admin fee / account holder | $1,420 | $15,028-90.6% | $12,439-88.6% | $12,270-88.4% |