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 | $143,648 | $175,202-18.0% | $149,673-4.0% | $139,434+3.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.98% | 166.71%-138.7pp | 134.42%-106.4pp | 372.94%-345.0pp |
| Employer contribution / active EE | $4,861 | $5,474-11.2% | $4,818+0.9% | $4,751+2.3% |
| Participant deferral / active EE | $7,205 | $6,519+10.5% | $5,680+26.8% | $6,710+7.4% |
| Admin fee / account holder | $5,835 | $16,150-63.9% | $13,210-55.8% | $11,403-48.8% |