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 | $182,502 | $183,519-0.6% | $155,509+17.4% | $145,922+25.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.07% | 61.17%-35.1pp | 64.67%-38.6pp | 561.29%-535.2pp |
| Employer contribution / active EE | $4,744 | $5,313-10.7% | $4,672+1.5% | $4,660+1.8% |
| Participant deferral / active EE | $2,875 | $6,462-55.5% | $5,626-48.9% | $6,688-57.0% |
| Admin fee / account holder | $1,018 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |