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 | $152,013 | $157,256-3.3% | $141,162+7.7% | $152,861-0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.16% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,817 | $5,261-46.5% | $4,735-40.5% | $4,762-40.8% |
| Participant deferral / active EE | $17,600 | $7,109+147.6% | $6,709+162.3% | $5,850+200.8% |
| Admin fee / account holder | $424 | $12,120-96.5% | $10,261-95.9% | $11,596-96.3% |