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 | $176,122 | $209,411-15.9% | $178,490-1.3% | $158,922+10.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 32.45% | 188.75%-156.3pp | 151.07%-118.6pp | 302.83%-270.4pp |
| Employer contribution / active EE | $9,672 | $5,706+69.5% | $5,011+93.0% | $4,761+103.1% |
| Participant deferral / active EE | $6,403 | $5,954+7.5% | $5,202+23.1% | $5,982+7.0% |
| Admin fee / account holder | $1,478 | $17,074-91.3% | $13,984-89.4% | $11,246-86.9% |