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 | $201,959 | $198,466+1.8% | $170,442+18.5% | $147,584+36.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.82% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,453 | $6,184-44.2% | $5,433-36.4% | $4,876-29.2% |
| Participant deferral / active EE | $7,231 | $5,629+28.5% | $4,939+46.4% | $5,439+33.0% |
| Admin fee / account holder | $811 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |