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 | $151,481 | $138,065+9.7% | $123,544+22.6% | $135,375+11.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,504 | $5,151-32.0% | $4,628-24.3% | $4,779-26.7% |
| Participant deferral / active EE | $10,220 | $6,799+50.3% | $6,426+59.1% | $5,609+82.2% |
| Admin fee / account holder | $8,553 | $10,916-21.6% | $9,284-7.9% | $10,827-21.0% |