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 | $197,046 | $209,411-5.9% | $178,490+10.4% | $158,922+24.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.58% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,440 | $5,706-74.8% | $5,011-71.3% | $4,761-69.8% |
| Participant deferral / active EE | $17,600 | $5,954+195.6% | $5,202+238.4% | $5,982+194.2% |
| Admin fee / account holder | $1,219 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |