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 | $167,390 | $209,411-20.1% | $178,490-6.2% | $158,922+5.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.14% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,961 | $5,706-48.1% | $5,011-40.9% | $4,761-37.8% |
| Participant deferral / active EE | $7,867 | $5,954+32.1% | $5,202+51.2% | $5,982+31.5% |
| Admin fee / account holder | $2,787 | $17,074-83.7% | $13,984-80.1% | $11,246-75.2% |