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 | $141,321 | $157,256-10.1% | $141,162+0.1% | $152,861-7.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 36.83% | 64.32%-27.5pp | 71.39%-34.6pp | 345.32%-308.5pp |
| Employer contribution / active EE | $14,665 | $5,261+178.8% | $4,735+209.7% | $4,762+207.9% |
| Participant deferral / active EE | $12,553 | $7,109+76.6% | $6,709+87.1% | $5,850+114.6% |
| Admin fee / account holder | $16,250 | $12,120+34.1% | $10,261+58.4% | $11,596+40.1% |