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 | $215,121 | $217,402-1.0% | $185,823+15.8% | $167,490+28.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.12% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,074 | $5,873-30.6% | $5,167-21.2% | $4,837-15.8% |
| Participant deferral / active EE | $14,062 | $6,356+121.2% | $5,568+152.6% | $6,341+121.8% |
| Admin fee / account holder | $19,269 | $19,811-2.7% | $16,237+18.7% | $12,309+56.5% |