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 | $147,476 | $133,922+10.1% | $116,228+26.9% | $142,382+3.6% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.6%+12.4pp | 80.1%+6.8pp |
| Annual return | 12.31% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,057 | $3,446-11.3% | $2,994+2.1% | $4,299-28.9% |
| Participant deferral / active EE | $7,908 | $5,672+39.4% | $4,953+59.7% | $6,507+21.5% |
| Admin fee / account holder | $1,655 | $14,945-88.9% | $11,989-86.2% | $12,624-86.9% |