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 | $157,709 | $150,187+5.0% | $120,354+31.0% | $145,922+8.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.16% | 154.07%-142.9pp | 107.15%-96.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,595 | $4,348-17.3% | $3,463+3.8% | $4,660-22.8% |
| Participant deferral / active EE | $9,403 | $6,173+52.3% | $4,991+88.4% | $6,688+40.6% |
| Admin fee / account holder | $14,012 | $12,207+14.8% | $9,423+48.7% | $13,397+4.6% |