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 | $197,499 | $209,411-5.7% | $178,490+10.7% | $158,922+24.3% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 23.78% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.0pp |
| Employer contribution / active EE | $3,480 | $5,706-39.0% | $5,011-30.5% | $4,761-26.9% |
| Participant deferral / active EE | $5,927 | $5,954-0.5% | $5,202+14.0% | $5,982-0.9% |
| Admin fee / account holder | $2,337 | $17,074-86.3% | $13,984-83.3% | $11,246-79.2% |