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 | $215,591 | $180,749+19.3% | $160,784+34.1% | $137,256+57.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 12.81% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,252 | $4,155-45.8% | $3,733-39.7% | $4,156-45.8% |
| Participant deferral / active EE | $6,525 | $6,844-4.7% | $6,293+3.7% | $6,407+1.8% |
| Admin fee / account holder | $9,060 | $10,397-12.9% | $9,717-6.8% | $12,270-26.2% |