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 | $152,742 | $183,963-17.0% | $162,163-5.8% | $152,861-0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.74% | 150.76%-129.0pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,205 | $6,371-18.3% | $5,614-7.3% | $4,762+9.3% |
| Participant deferral / active EE | $18,000 | $8,034+124.1% | $7,298+146.6% | $5,850+207.7% |
| Admin fee / account holder | $3,930 | $13,121-70.0% | $10,843-63.8% | $11,596-66.1% |