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 | $159,536 | $226,064-29.4% | $182,532-12.6% | $152,861+4.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.47% | 192.51%-171.0pp | 148.54%-127.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,648 | $4,978-66.9% | $4,076-59.6% | $4,762-65.4% |
| Participant deferral / active EE | $5,492 | $6,368-13.8% | $5,524-0.6% | $5,850-6.1% |
| Admin fee / account holder | $982 | $10,703-90.8% | $8,592-88.6% | $11,596-91.5% |