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 | $140,257 | $148,534-5.6% | $135,903+3.2% | $139,434+0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.71% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,854 | $5,243-45.6% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $7,082 | $8,100-12.6% | $7,758-8.7% | $6,710+5.5% |
| Admin fee / account holder | $915 | $12,400-92.6% | $10,762-91.5% | $11,403-92.0% |