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 | $214,906 | $198,466+8.3% | $170,442+26.1% | $147,584+45.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.73% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,039 | $6,184-34.7% | $5,433-25.7% | $4,876-17.2% |
| Participant deferral / active EE | $6,014 | $5,629+6.8% | $4,939+21.7% | $5,439+10.6% |
| Admin fee / account holder | $18,804 | $16,852+11.6% | $13,880+35.5% | $10,885+72.7% |