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 | $147,337 | $133,922+10.0% | $116,228+26.8% | $142,382+3.5% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 10.05% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,882 | $3,446-45.4% | $2,994-37.2% | $4,299-56.2% |
| Participant deferral / active EE | $4,472 | $5,672-21.2% | $4,953-9.7% | $6,507-31.3% |
| Admin fee / account holder | $16,279 | $14,945+8.9% | $11,989+35.8% | $12,624+29.0% |