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 | $139,077 | $175,202-20.6% | $149,673-7.1% | $139,434-0.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.68% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,711 | $5,474-50.5% | $4,818-43.7% | $4,751-42.9% |
| Participant deferral / active EE | $13,436 | $6,519+106.1% | $5,680+136.5% | $6,710+100.2% |
| Admin fee / account holder | $3,325 | $16,150-79.4% | $13,210-74.8% | $11,403-70.8% |