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 9-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 | $145,808 | $183,592-20.6% | $155,567-6.3% | $145,959-0.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.98% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $13,306 | $5,315+150.4% | $4,674+184.7% | $4,661+185.5% |
| Participant deferral / active EE | $9,549 | $6,464+47.7% | $5,628+69.7% | $6,689+42.8% |
| Admin fee / account holder | $642 | $19,318-96.7% | $15,916-96.0% | $13,398-95.2% |