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 | $150,058 | $152,587-1.7% | $125,175+19.9% | $152,861-1.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.86% | 54.84%-35.0pp | 43.79%-23.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,857 | $4,946-62.5% | $3,865-52.0% | $4,762-61.0% |
| Participant deferral / active EE | $6,520 | $5,868+11.1% | $4,937+32.1% | $5,850+11.4% |
| Admin fee / account holder | $32,722 | $13,434+143.6% | $9,702+237.3% | $11,596+182.2% |