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 | $185,839 | $217,402-14.5% | $185,8230% | $167,490+11.0% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 16.66% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $9,125 | $5,873+55.4% | $5,167+76.6% | $4,837+88.6% |
| Participant deferral / active EE | $7,418 | $6,356+16.7% | $5,568+33.2% | $6,341+17.0% |
| Admin fee / account holder | $452 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |