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 | $219,795 | $176,056+24.8% | $159,436+37.9% | $167,490+31.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.39% | 331.75%-311.4pp | 263.57%-243.2pp | 478.56%-458.2pp |
| Employer contribution / active EE | $3,487 | $5,297-34.2% | $4,829-27.8% | $4,837-27.9% |
| Participant deferral / active EE | $6,851 | $7,750-11.6% | $7,352-6.8% | $6,341+8.0% |
| Admin fee / account holder | $14,727 | $12,554+17.3% | $10,799+36.4% | $12,309+19.6% |