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 | $140,314 | $144,119-2.6% | $117,854+19.1% | $147,584-4.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.87% | 531.15%-506.3pp | 335.08%-310.2pp | 578.55%-553.7pp |
| Employer contribution / active EE | $4,109 | $4,896-16.1% | $3,786+8.5% | $4,876-15.7% |
| Participant deferral / active EE | $7,145 | $5,316+34.4% | $4,482+59.4% | $5,439+31.4% |
| Admin fee / account holder | $2,990 | $10,886-72.5% | $8,020-62.7% | $10,885-72.5% |