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 | $147,210 | $114,381+28.7% | $107,525+36.9% | $142,382+3.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.72% | 242.71%-213.0pp | 181.32%-151.6pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,129 | $4,015-22.1% | $3,754-16.6% | $4,299-27.2% |
| Participant deferral / active EE | $5,531 | $5,564-0.6% | $5,116+8.1% | $6,507-15.0% |
| Admin fee / account holder | $7,768 | $9,860-21.2% | $8,919-12.9% | $12,624-38.5% |