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 | $186,322 | $209,411-11.0% | $178,490+4.4% | $158,922+17.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.61% | 188.75%-160.1pp | 151.07%-122.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,941 | $5,706-48.5% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $7,384 | $5,954+24.0% | $5,202+42.0% | $5,982+23.4% |
| Admin fee / account holder | $7,262 | $17,074-57.5% | $13,984-48.1% | $11,246-35.4% |