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 | $170,841 | $157,256+8.6% | $141,162+21.0% | $152,861+11.8% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 26.15% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $8,256 | $5,261+56.9% | $4,735+74.4% | $4,762+73.4% |
| Participant deferral / active EE | $10,305 | $7,109+45.0% | $6,709+53.6% | $5,850+76.2% |
| Admin fee / account holder | $4,312 | $12,120-64.4% | $10,261-58.0% | $11,596-62.8% |