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 | $177,461 | $185,822-4.5% | $169,993+4.4% | $139,434+27.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.32% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,681 | $7,590-64.7% | $6,785-60.5% | $4,751-43.6% |
| Participant deferral / active EE | $6,521 | $11,622-43.9% | $10,408-37.3% | $6,710-2.8% |
| Admin fee / account holder | $586 | $15,381-96.2% | $12,815-95.4% | $11,403-94.9% |