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 | $167,717 | $159,602+5.1% | $150,045+11.8% | $142,382+17.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 16.19% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,471 | $4,961-50.2% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $7,137 | $8,310-14.1% | $7,997-10.8% | $6,507+9.7% |
| Admin fee / account holder | $32,892 | $14,846+121.5% | $13,435+144.8% | $12,624+160.6% |