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 | $150,121 | $152,587-1.6% | $125,175+19.9% | $152,861-1.8% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 20.68% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,830 | $4,946-22.6% | $3,865-0.9% | $4,762-19.6% |
| Participant deferral / active EE | $7,600 | $5,868+29.5% | $4,937+53.9% | $5,850+29.9% |
| Admin fee / account holder | $342 | $13,434-97.5% | $9,702-96.5% | $11,596-97.0% |