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 | $183,954 | $176,056+4.5% | $159,436+15.4% | $167,490+9.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.32% | 331.75%-317.4pp | 263.57%-249.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,046 | $5,297-42.5% | $4,829-36.9% | $4,837-37.0% |
| Participant deferral / active EE | $5,953 | $7,750-23.2% | $7,352-19.0% | $6,341-6.1% |
| Admin fee / account holder | $14,808 | $12,554+18.0% | $10,799+37.1% | $12,309+20.3% |