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 | $155,883 | $183,519-15.1% | $155,509+0.2% | $145,922+6.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $7,957 | $5,313+49.8% | $4,672+70.3% | $4,660+70.8% |
| Participant deferral / active EE | $2,571 | $6,462-60.2% | $5,626-54.3% | $6,688-61.6% |
| Admin fee / account holder | $1,295 | $19,313-93.3% | $15,912-91.9% | $13,397-90.3% |