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 | $148,775 | $138,065+7.8% | $123,544+20.4% | $135,375+9.9% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 10.81% | 153.68%-142.9pp | 119.20%-108.4pp | 519.73%-508.9pp |
| Employer contribution / active EE | $3,948 | $5,151-23.4% | $4,628-14.7% | $4,779-17.4% |
| Participant deferral / active EE | $7,228 | $6,799+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $5,385 | $10,916-50.7% | $9,284-42.0% | $10,827-50.3% |