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 | $133,922-1.7% | $116,228+13.3% | $142,382-7.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.86% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,283 | $3,446-33.8% | $2,994-23.8% | $4,299-46.9% |
| Participant deferral / active EE | $2,187 | $5,672-61.4% | $4,953-55.8% | $6,507-66.4% |
| Admin fee / account holder | $1,420 | $14,945-90.5% | $11,989-88.2% | $12,624-88.8% |