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 | $154,839 | $175,202-11.6% | $149,673+3.5% | $139,434+11.0% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 16.26% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $14,110 | $5,474+157.8% | $4,818+192.9% | $4,751+197.0% |
| Participant deferral / active EE | $9,262 | $6,519+42.1% | $5,680+63.1% | $6,710+38.0% |
| Admin fee / account holder | $2,577 | $16,150-84.0% | $13,210-80.5% | $11,403-77.4% |