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 | $148,626 | $159,901-7.1% | $146,958+1.1% | $145,922+1.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 17.46% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,638 | $5,286+6.7% | $4,933+14.3% | $4,660+21.0% |
| Participant deferral / active EE | $8,950 | $8,428+6.2% | $8,070+10.9% | $6,688+33.8% |
| Admin fee / account holder | $22,873 | $15,044+52.0% | $12,998+76.0% | $13,397+70.7% |