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 | $149,766 | $217,402-31.1% | $185,823-19.4% | $167,490-10.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.77% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $11,178 | $5,873+90.3% | $5,167+116.3% | $4,837+131.1% |
| Participant deferral / active EE | $7,362 | $6,356+15.8% | $5,568+32.2% | $6,341+16.1% |
| Admin fee / account holder | $1,567 | $19,811-92.1% | $16,237-90.4% | $12,309-87.3% |