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 | $157,256-4.4% | $141,162+6.5% | $152,861-1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.04% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $6,375 | $5,261+21.2% | $4,735+34.6% | $4,762+33.9% |
| Participant deferral / active EE | $6,688 | $7,109-5.9% | $6,709-0.3% | $5,850+14.3% |
| Admin fee / account holder | $4,160 | $12,120-65.7% | $10,261-59.5% | $11,596-64.1% |