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 | $146,356 | $148,534-1.5% | $135,903+7.7% | $139,434+5.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 24.82% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $5,474 | $5,243+4.4% | $4,856+12.7% | $4,751+15.2% |
| Participant deferral / active EE | $9,106 | $8,100+12.4% | $7,758+17.4% | $6,710+35.7% |
| Admin fee / account holder | $631 | $12,400-94.9% | $10,762-94.1% | $11,403-94.5% |