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 | $161,773 | $198,466-18.5% | $170,442-5.1% | $147,584+9.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.97% | 257.29%-247.3pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $6,388 | $6,184+3.3% | $5,433+17.6% | $4,876+31.0% |
| Participant deferral / active EE | $6,690 | $5,629+18.8% | $4,939+35.4% | $5,439+23.0% |
| Admin fee / account holder | $1,006 | $16,852-94.0% | $13,880-92.8% | $10,885-90.8% |