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 | $157,416 | $176,056-10.6% | $159,436-1.3% | $167,490-6.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.61% | 331.75%-319.1pp | 263.57%-251.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $13,830 | $5,297+161.1% | $4,829+186.4% | $4,837+185.9% |
| Participant deferral / active EE | $9,279 | $7,750+19.7% | $7,352+26.2% | $6,341+46.3% |
| Admin fee / account holder | $3,045 | $12,554-75.7% | $10,799-71.8% | $12,309-75.3% |