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 | $145,010 | $144,119+0.6% | $117,854+23.0% | $147,584-1.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.32% | 531.15%-513.8pp | 335.08%-317.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,510 | $4,896+12.5% | $3,786+45.5% | $4,876+13.0% |
| Participant deferral / active EE | $6,400 | $5,316+20.4% | $4,482+42.8% | $5,439+17.7% |
| Admin fee / account holder | $790 | $10,886-92.7% | $8,020-90.2% | $10,885-92.7% |