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 | $173,079 | $209,411-17.3% | $178,490-3.0% | $158,922+8.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.89% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,903 | $5,706-66.7% | $5,011-62.0% | $4,761-60.0% |
| Participant deferral / active EE | $5,273 | $5,954-11.4% | $5,202+1.4% | $5,982-11.9% |
| Admin fee / account holder | $1,095 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |