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 | $153,670 | $157,256-2.3% | $141,162+8.9% | $152,861+0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.29% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,213 | $5,261+75.1% | $4,735+94.6% | $4,762+93.4% |
| Participant deferral / active EE | $9,881 | $7,109+39.0% | $6,709+47.3% | $5,850+68.9% |
| Admin fee / account holder | $21,189 | $12,120+74.8% | $10,261+106.5% | $11,596+82.7% |