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 | $147,076 | $157,256-6.5% | $141,162+4.2% | $152,861-3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.61% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $12,777 | $5,261+142.9% | $4,735+169.8% | $4,762+168.3% |
| Participant deferral / active EE | $12,943 | $7,109+82.1% | $6,709+92.9% | $5,850+121.2% |
| Admin fee / account holder | $5,810 | $12,120-52.1% | $10,261-43.4% | $11,596-49.9% |