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 | $150,902 | $148,534+1.6% | $135,903+11.0% | $139,434+8.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 24.71% | 79.19%-54.5pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,044 | $5,243-41.9% | $4,856-37.3% | $4,751-35.9% |
| Participant deferral / active EE | $7,688 | $8,100-5.1% | $7,758-0.9% | $6,710+14.6% |
| Admin fee / account holder | $3,557 | $12,400-71.3% | $10,762-66.9% | $11,403-68.8% |