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 | $167,189 | $132,634+26.1% | $115,768+44.4% | $137,256+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.86% | 160.70%-147.8pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,495 | $3,360+4.0% | $2,940+18.9% | $4,156-15.9% |
| Participant deferral / active EE | $4,857 | $5,619-13.6% | $4,917-1.2% | $6,407-24.2% |
| Admin fee / account holder | $1,817 | $15,028-87.9% | $12,439-85.4% | $12,270-85.2% |