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 | $155,169 | $157,256-1.3% | $141,162+9.9% | $152,861+1.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 19.16% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $9,393 | $5,261+78.5% | $4,735+98.4% | $4,762+97.2% |
| Participant deferral / active EE | $7,061 | $7,109-0.7% | $6,709+5.2% | $5,850+20.7% |
| Admin fee / account holder | $1,181 | $12,120-90.3% | $10,261-88.5% | $11,596-89.8% |