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 | $169,436 | $183,519-7.7% | $155,509+9.0% | $145,922+16.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,476 | $5,313-15.8% | $4,672-4.2% | $4,660-3.9% |
| Participant deferral / active EE | $5,797 | $6,462-10.3% | $5,626+3.0% | $6,688-13.3% |
| Admin fee / account holder | $11,438 | $19,313-40.8% | $15,912-28.1% | $13,397-14.6% |