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 | $206,366 | $209,411-1.5% | $178,490+15.6% | $158,922+29.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.67% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,851 | $5,706-67.6% | $5,011-63.1% | $4,761-61.1% |
| Participant deferral / active EE | $5,114 | $5,954-14.1% | $5,202-1.7% | $5,982-14.5% |
| Admin fee / account holder | $15,705 | $17,074-8.0% | $13,984+12.3% | $11,246+39.7% |