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 | $149,156 | $148,534+0.4% | $135,903+9.8% | $139,434+7.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 29.71% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.2pp |
| Employer contribution / active EE | $16,356 | $5,243+212.0% | $4,856+236.8% | $4,751+244.3% |
| Participant deferral / active EE | $9,586 | $8,100+18.3% | $7,758+23.6% | $6,710+42.9% |
| Admin fee / account holder | $10,130 | $12,400-18.3% | $10,762-5.9% | $11,403-11.2% |