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 | $138,171 | $183,519-24.7% | $155,509-11.1% | $145,922-5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.38% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,661 | $5,313-68.7% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $10,709 | $6,462+65.7% | $5,626+90.3% | $6,688+60.1% |
| Admin fee / account holder | $793 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |