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 | $166,394 | $168,632-1.3% | $147,614+12.7% | $125,391+32.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.43% | 77.65%-77.2pp | 61.98%-61.5pp | 282.22%-281.8pp |
| Employer contribution / active EE | $7,876 | $6,252+26.0% | $5,564+41.5% | $4,866+61.9% |
| Participant deferral / active EE | $4,610 | $5,507-16.3% | $4,895-5.8% | $5,352-13.8% |
| Admin fee / account holder | $321 | $13,580-97.6% | $11,611-97.2% | $9,540-96.6% |