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 | $150,327 | $112,881+33.2% | $90,951+65.3% | $158,922-5.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.58% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $14,158 | $2,893+389.4% | $2,122+567.2% | $4,761+197.4% |
| Participant deferral / active EE | $8,317 | $4,128+101.5% | $3,373+146.6% | $5,982+39.0% |
| Admin fee / account holder | $304 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |