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 | $151,007 | $162,781-7.2% | $133,956+12.7% | $158,922-5.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.95% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $7,865 | $4,975+58.1% | $3,919+100.7% | $4,761+65.2% |
| Participant deferral / active EE | $9,859 | $5,911+66.8% | $5,048+95.3% | $5,982+64.8% |
| Admin fee / account holder | $8,173 | $11,736-30.4% | $8,927-8.4% | $11,246-27.3% |