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 | $149,135 | $152,587-2.3% | $125,175+19.1% | $152,861-2.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 56.99% | 54.84%+2.2pp | 43.79%+13.2pp | 345.32%-288.3pp |
| Employer contribution / active EE | $3,763 | $4,946-23.9% | $3,865-2.6% | $4,762-21.0% |
| Participant deferral / active EE | $8,089 | $5,868+37.9% | $4,937+63.9% | $5,850+38.3% |
| Admin fee / account holder | $25,457 | $13,434+89.5% | $9,702+162.4% | $11,596+119.5% |