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 | $189,899 | $198,466-4.3% | $170,442+11.4% | $147,584+28.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 17.58% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,466 | $6,184-76.3% | $5,433-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $6,040 | $5,629+7.3% | $4,939+22.3% | $5,439+11.1% |
| Admin fee / account holder | $17,852 | $16,852+5.9% | $13,880+28.6% | $10,885+64.0% |