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 | $210,553 | $197,591+6.6% | $177,821+18.4% | $158,922+32.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.51% | 58.76%-43.3pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,292 | $6,697-50.8% | $5,918-44.4% | $4,761-30.9% |
| Participant deferral / active EE | $6,366 | $8,405-24.3% | $7,714-17.5% | $5,982+6.4% |
| Admin fee / account holder | $3,155 | $15,399-79.5% | $12,427-74.6% | $11,246-71.9% |