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 | $183,763 | $183,519+0.1% | $155,509+18.2% | $145,922+25.9% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 15.28% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,791 | $5,313-47.5% | $4,672-40.3% | $4,660-40.1% |
| Participant deferral / active EE | $7,330 | $6,462+13.4% | $5,626+30.3% | $6,688+9.6% |
| Admin fee / account holder | $842 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |