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 | $143,889 | $159,901-10.0% | $146,958-2.1% | $145,922-1.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 18.99% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $12,062 | $5,286+128.2% | $4,933+144.5% | $4,660+158.9% |
| Participant deferral / active EE | $7,276 | $8,428-13.7% | $8,070-9.8% | $6,688+8.8% |
| Admin fee / account holder | $1,279 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |