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 | $166,116 | $198,466-16.3% | $170,442-2.5% | $147,584+12.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.08% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $10,714 | $6,184+73.3% | $5,433+97.2% | $4,876+119.7% |
| Participant deferral / active EE | $7,146 | $5,629+26.9% | $4,939+44.7% | $5,439+31.4% |
| Admin fee / account holder | $1,438 | $16,852-91.5% | $13,880-89.6% | $10,885-86.8% |