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 | $145,228 | $159,901-9.2% | $146,958-1.2% | $145,922-0.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.96% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,135 | $5,286-78.5% | $4,933-77.0% | $4,660-75.6% |
| Participant deferral / active EE | $9,421 | $8,428+11.8% | $8,070+16.7% | $6,688+40.9% |
| Admin fee / account holder | $1,560 | $15,044-89.6% | $12,998-88.0% | $13,397-88.4% |