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 6-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 | $145,453 | $148,534-2.1% | $135,903+7.0% | $139,434+4.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $35,312 | $5,243+573.5% | $4,856+627.2% | $4,751+643.3% |
| Participant deferral / active EE | $26,270 | $8,100+224.3% | $7,758+238.6% | $6,710+291.5% |
| Admin fee / account holder | $2,404 | $12,400-80.6% | $10,762-77.7% | $11,403-78.9% |