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 | $154,638 | $152,587+1.3% | $125,175+23.5% | $152,861+1.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.69% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $10,930 | $4,946+121.0% | $3,865+182.8% | $4,762+129.5% |
| Participant deferral / active EE | $10,073 | $5,868+71.7% | $4,937+104.0% | $5,850+72.2% |
| Admin fee / account holder | $384 | $13,434-97.1% | $9,702-96.0% | $11,596-96.7% |