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 | $185,675 | $176,056+5.5% | $159,436+16.5% | $167,490+10.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.21% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,764 | $5,297-28.9% | $4,829-22.1% | $4,837-22.2% |
| Participant deferral / active EE | $8,849 | $7,750+14.2% | $7,352+20.4% | $6,341+39.5% |
| Admin fee / account holder | $7,785 | $12,554-38.0% | $10,799-27.9% | $12,309-36.8% |