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 | $169,601 | $165,984+2.2% | $164,813+2.9% | $145,922+16.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 9.86% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,454 | $5,273+3.4% | $4,341+25.6% | $4,660+17.1% |
| Participant deferral / active EE | $15,370 | $6,959+120.9% | $6,031+154.8% | $6,688+129.8% |
| Admin fee / account holder | $1,112 | $16,648-93.3% | $12,690-91.2% | $13,397-91.7% |