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 | $151,172 | $152,587-0.9% | $125,175+20.8% | $152,861-1.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.43% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $5,000 | $4,946+1.1% | $3,865+29.4% | $4,762+5.0% |
| Participant deferral / active EE | $11,132 | $5,868+89.7% | $4,937+125.5% | $5,850+90.3% |
| Admin fee / account holder | $605 | $13,434-95.5% | $9,702-93.8% | $11,596-94.8% |