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 | $185,823 | $176,056+5.5% | $159,436+16.6% | $167,490+10.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 19.56% | 331.75%-312.2pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $4,384 | $5,297-17.2% | $4,829-9.2% | $4,837-9.4% |
| Participant deferral / active EE | $8,841 | $7,750+14.1% | $7,352+20.2% | $6,341+39.4% |
| Admin fee / account holder | $5,324 | $12,554-57.6% | $10,799-50.7% | $12,309-56.8% |