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 6-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 | $150,499 | $183,519-18.0% | $155,509-3.2% | $145,922+3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.17%-50.4pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,400 | $5,313+1.6% | $4,672+15.6% | $4,660+15.9% |
| Participant deferral / active EE | $27,338 | $6,462+323.0% | $5,626+385.9% | $6,688+308.8% |
| Admin fee / account holder | $1,652 | $19,313-91.4% | $15,912-89.6% | $13,397-87.7% |