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 | $170,049 | $152,587+11.4% | $125,175+35.8% | $152,861+11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.12% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $6,402 | $4,946+29.4% | $3,865+65.6% | $4,762+34.4% |
| Participant deferral / active EE | $5,190 | $5,868-11.5% | $4,937+5.1% | $5,850-11.3% |
| Admin fee / account holder | $5,140 | $13,434-61.7% | $9,702-47.0% | $11,596-55.7% |