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 | $161,722 | $148,534+8.9% | $135,903+19.0% | $139,434+16.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.56% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,944 | $5,243-43.9% | $4,856-39.4% | $4,751-38.0% |
| Participant deferral / active EE | $7,121 | $8,100-12.1% | $7,758-8.2% | $6,710+6.1% |
| Admin fee / account holder | $24,565 | $12,400+98.1% | $10,762+128.3% | $11,403+115.4% |