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 | $153,404 | $175,202-12.4% | $149,673+2.5% | $139,434+10.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.21% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,794 | $5,474-49.0% | $4,818-42.0% | $4,751-41.2% |
| Participant deferral / active EE | $12,494 | $6,519+91.7% | $5,680+120.0% | $6,710+86.2% |
| Admin fee / account holder | $952 | $16,150-94.1% | $13,210-92.8% | $11,403-91.6% |