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 | $140,971 | $142,405-1.0% | $115,157+22.4% | $152,861-7.8% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.4%+11.3pp |
| Annual return | 13.93% | 41.48%-27.5pp | 35.60%-21.7pp | 345.32%-331.4pp |
| Employer contribution / active EE | $5,653 | $4,010+41.0% | $3,179+77.8% | $4,762+18.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,316 | $8,462-84.4% | $7,088-81.4% | $11,596-88.7% |