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 | $173,013 | $198,466-12.8% | $170,442+1.5% | $147,584+17.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.54% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,001 | $6,184-35.3% | $5,433-26.3% | $4,876-17.9% |
| Participant deferral / active EE | $7,491 | $5,629+33.1% | $4,939+51.7% | $5,439+37.7% |
| Admin fee / account holder | $4,857 | $16,852-71.2% | $13,880-65.0% | $10,885-55.4% |