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 | $227,813 | $209,411+8.8% | $178,490+27.6% | $158,922+43.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 13.47% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,733 | $5,706-69.6% | $5,011-65.4% | $4,761-63.6% |
| Participant deferral / active EE | $6,732 | $5,954+13.1% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $2,185 | $17,074-87.2% | $13,984-84.4% | $11,246-80.6% |