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 | $161,449 | $152,587+5.8% | $125,175+29.0% | $152,861+5.6% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 13.69% | 54.84%-41.2pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $3,402 | $4,946-31.2% | $3,865-12.0% | $4,762-28.6% |
| Participant deferral / active EE | $7,205 | $5,868+22.8% | $4,937+46.0% | $5,850+23.2% |
| Admin fee / account holder | $2,394 | $13,434-82.2% | $9,702-75.3% | $11,596-79.4% |