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 | $145,767 | $175,202-16.8% | $149,673-2.6% | $139,434+4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,862 | $5,474-29.5% | $4,818-19.8% | $4,751-18.7% |
| Participant deferral / active EE | $8,576 | $6,519+31.6% | $5,680+51.0% | $6,710+27.8% |
| Admin fee / account holder | $356 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |