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 | $157,130 | $148,534+5.8% | $135,903+15.6% | $139,434+12.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.38% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,797 | $5,243-46.7% | $4,856-42.4% | $4,751-41.1% |
| Participant deferral / active EE | $10,866 | $8,100+34.1% | $7,758+40.1% | $6,710+61.9% |
| Admin fee / account holder | $995 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |