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 | $150,079 | $107,334+39.8% | $92,893+61.6% | $152,861-1.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.14% | 145.58%-122.4pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,309 | $4,221+25.8% | $3,653+45.3% | $4,762+11.5% |
| Participant deferral / active EE | $4,928 | $4,845+1.7% | $4,236+16.3% | $5,850-15.8% |
| Admin fee / account holder | $5,763 | $7,079-18.6% | $5,794-0.5% | $11,596-50.3% |