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 | $169,499 | $209,411-19.1% | $178,490-5.0% | $158,922+6.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.53% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,713 | $5,706-70.0% | $5,011-65.8% | $4,761-64.0% |
| Participant deferral / active EE | $2,783 | $5,954-53.3% | $5,202-46.5% | $5,982-53.5% |
| Admin fee / account holder | $971 | $17,074-94.3% | $13,984-93.1% | $11,246-91.4% |