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 | $112,997 | $114,381-1.2% | $107,525+5.1% | $142,382-20.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.61% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $7,354 | $4,015+83.2% | $3,754+95.9% | $4,299+71.1% |
| Participant deferral / active EE | $6,637 | $5,564+19.3% | $5,116+29.7% | $6,507+2.0% |
| Admin fee / account holder | $2,983 | $9,860-69.7% | $8,919-66.6% | $12,624-76.4% |