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 | $148,952 | $159,602-6.7% | $150,045-0.7% | $142,382+4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $13,244 | $4,961+167.0% | $4,693+182.2% | $4,299+208.1% |
| Participant deferral / active EE | $11,325 | $8,310+36.3% | $7,997+41.6% | $6,507+74.0% |
| Admin fee / account holder | $3,203 | $14,846-78.4% | $13,435-76.2% | $12,624-74.6% |