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 | $147,381 | $148,534-0.8% | $135,903+8.4% | $139,434+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.05% | 79.19%-51.1pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $22,935 | $5,243+337.4% | $4,856+372.3% | $4,751+382.8% |
| Participant deferral / active EE | $13,119 | $8,100+62.0% | $7,758+69.1% | $6,710+95.5% |
| Admin fee / account holder | $107,562 | $12,400+767.5% | $10,762+899.5% | $11,403+843.3% |