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 | $208,826 | $198,466+5.2% | $170,442+22.5% | $147,584+41.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.92% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,609 | $6,184-25.5% | $5,433-15.2% | $4,876-5.5% |
| Participant deferral / active EE | $5,537 | $5,629-1.6% | $4,939+12.1% | $5,439+1.8% |
| Admin fee / account holder | $1,352 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |