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 | $136,536 | $148,534-8.1% | $135,903+0.5% | $139,434-2.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.88% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,983 | $5,243-43.1% | $4,856-38.6% | $4,751-37.2% |
| Participant deferral / active EE | $9,716 | $8,100+19.9% | $7,758+25.2% | $6,710+44.8% |
| Admin fee / account holder | $827 | $12,400-93.3% | $10,762-92.3% | $11,403-92.8% |