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 | $165,069 | $210,698-21.7% | $178,014-7.3% | $145,959+13.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.45% | 386.27%-367.8pp | 294.80%-276.4pp | 561.95%-543.5pp |
| Employer contribution / active EE | $6,392 | $4,567+40.0% | $3,950+61.8% | $4,661+37.1% |
| Participant deferral / active EE | $16,427 | $6,958+136.1% | $6,276+161.7% | $6,689+145.6% |
| Admin fee / account holder | $3,431 | $12,016-71.4% | $10,362-66.9% | $13,398-74.4% |