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 | $151,164 | $148,534+1.8% | $135,903+11.2% | $139,434+8.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.81% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,258 | $5,243-37.9% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $14,355 | $8,100+77.2% | $7,758+85.0% | $6,710+113.9% |
| Admin fee / account holder | $658 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |