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 | $143,716 | $183,519-21.7% | $155,509-7.6% | $145,922-1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.45% | 61.17%-32.7pp | 64.67%-36.2pp | 561.29%-532.8pp |
| Employer contribution / active EE | $3,196 | $5,313-39.8% | $4,672-31.6% | $4,660-31.4% |
| Participant deferral / active EE | $1,967 | $6,462-69.6% | $5,626-65.0% | $6,688-70.6% |
| Admin fee / account holder | $5,446 | $19,313-71.8% | $15,912-65.8% | $13,397-59.4% |