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 | $130,340 | $152,587-14.6% | $125,175+4.1% | $152,861-14.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.53% | 54.84%-39.3pp | 43.79%-28.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $8,570 | $4,946+73.3% | $3,865+121.7% | $4,762+79.9% |
| Participant deferral / active EE | $7,212 | $5,868+22.9% | $4,937+46.1% | $5,850+23.3% |
| Admin fee / account holder | $780 | $13,434-94.2% | $9,702-92.0% | $11,596-93.3% |