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 | $157,576 | $148,534+6.1% | $135,903+15.9% | $139,434+13.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 12.80% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,583 | $5,243-69.8% | $4,856-67.4% | $4,751-66.7% |
| Participant deferral / active EE | $5,121 | $8,100-36.8% | $7,758-34.0% | $6,710-23.7% |
| Admin fee / account holder | $18,170 | $12,400+46.5% | $10,762+68.8% | $11,403+59.3% |