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 | $188,377 | $198,466-5.1% | $170,442+10.5% | $147,584+27.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 13.77% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,812 | $6,184-22.2% | $5,433-11.4% | $4,876-1.3% |
| Participant deferral / active EE | $6,783 | $5,629+20.5% | $4,939+37.3% | $5,439+24.7% |
| Admin fee / account holder | $1,838 | $16,852-89.1% | $13,880-86.8% | $10,885-83.1% |