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 | $168,474 | $177,572-5.1% | $154,803+8.8% | $142,382+18.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.56% | 65.07%-35.5pp | 58.88%-29.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $3,002 | $4,810-37.6% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $4,003 | $6,272-36.2% | $5,540-27.7% | $6,507-38.5% |
| Admin fee / account holder | $1,732 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |