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 | $143,619 | $166,020-13.5% | $164,866-12.9% | $145,959-1.6% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 12.95% | 100.08%-87.1pp | 69.97%-57.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $7,799 | $5,275+47.8% | $4,343+79.6% | $4,661+67.3% |
| Participant deferral / active EE | $18,846 | $6,961+170.7% | $6,033+212.4% | $6,689+181.8% |
| Admin fee / account holder | $592 | $16,644-96.4% | $12,689-95.3% | $13,398-95.6% |