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 | $151,649 | $159,602-5.0% | $150,045+1.1% | $142,382+6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.47% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,787 | $4,961+57.0% | $4,693+65.9% | $4,299+81.1% |
| Participant deferral / active EE | $14,141 | $8,310+70.2% | $7,997+76.8% | $6,507+117.3% |
| Admin fee / account holder | $7,188 | $14,846-51.6% | $13,435-46.5% | $12,624-43.1% |