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 | $148,556 | $165,335-10.1% | $149,696-0.8% | $158,922-6.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.08% | 348.15%-338.1pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,634 | $5,103-9.2% | $4,644-0.2% | $4,761-2.7% |
| Participant deferral / active EE | $7,879 | $7,181+9.7% | $6,842+15.2% | $5,982+31.7% |
| Admin fee / account holder | $18,458 | $10,807+70.8% | $9,309+98.3% | $11,246+64.1% |