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 | $197,487 | $198,466-0.5% | $170,442+15.9% | $147,584+33.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.59% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,760 | $6,184-6.8% | $5,433+6.0% | $4,876+18.1% |
| Participant deferral / active EE | $6,525 | $5,629+15.9% | $4,939+32.1% | $5,439+20.0% |
| Admin fee / account holder | $1,129 | $16,852-93.3% | $13,880-91.9% | $10,885-89.6% |