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 | $141,063 | $152,587-7.6% | $125,175+12.7% | $152,861-7.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.16% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,768 | $4,946-44.0% | $3,865-28.4% | $4,762-41.9% |
| Participant deferral / active EE | $6,309 | $5,868+7.5% | $4,937+27.8% | $5,850+7.8% |
| Admin fee / account holder | $23,139 | $13,434+72.2% | $9,702+138.5% | $11,596+99.5% |