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 | $133,366 | $209,411-36.3% | $178,490-25.3% | $158,922-16.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.16% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $4,891 | $5,706-14.3% | $5,011-2.4% | $4,761+2.7% |
| Participant deferral / active EE | $3,822 | $5,954-35.8% | $5,202-26.5% | $5,982-36.1% |
| Admin fee / account holder | $15,411 | $17,074-9.7% | $13,984+10.2% | $11,246+37.0% |