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 | $176,290 | $178,174-1.1% | $156,181+12.9% | $137,256+28.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.39% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $6,049 | $4,972+21.7% | $4,294+40.9% | $4,156+45.5% |
| Participant deferral / active EE | $2,698 | $6,888-60.8% | $6,132-56.0% | $6,407-57.9% |
| Admin fee / account holder | $4,055 | $17,404-76.7% | $14,586-72.2% | $12,270-66.9% |