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 | $161,989 | $165,335-2.0% | $149,696+8.2% | $158,922+1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.32% | 348.15%-316.8pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,992 | $5,103-61.0% | $4,644-57.1% | $4,761-58.2% |
| Participant deferral / active EE | $4,150 | $7,181-42.2% | $6,842-39.3% | $5,982-30.6% |
| Admin fee / account holder | $935 | $10,807-91.3% | $9,309-90.0% | $11,246-91.7% |