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 9-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 | $159,235 | $148,534+7.2% | $135,903+17.2% | $139,434+14.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.74% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $13,979 | $5,243+166.6% | $4,856+187.9% | $4,751+194.2% |
| Participant deferral / active EE | $8,460 | $8,100+4.4% | $7,758+9.0% | $6,710+26.1% |
| Admin fee / account holder | $2,112 | $12,400-83.0% | $10,762-80.4% | $11,403-81.5% |