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 | $144,124 | $148,534-3.0% | $135,903+6.0% | $139,434+3.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.89% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $17,130 | $5,243+226.7% | $4,856+252.7% | $4,751+260.6% |
| Participant deferral / active EE | $12,963 | $8,100+60.0% | $7,758+67.1% | $6,710+93.2% |
| Admin fee / account holder | $41,738 | $12,400+236.6% | $10,762+287.8% | $11,403+266.0% |