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 | $206,563 | $202,318+2.1% | $172,739+19.6% | $152,861+35.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 24.30% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,440 | $5,856-58.3% | $5,143-52.5% | $4,762-48.8% |
| Participant deferral / active EE | $5,020 | $5,948-15.6% | $5,198-3.4% | $5,850-14.2% |
| Admin fee / account holder | $1,285 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |