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 | $193,107 | $209,411-7.8% | $178,490+8.2% | $158,922+21.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 18.05% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,382 | $5,706-40.7% | $5,011-32.5% | $4,761-29.0% |
| Participant deferral / active EE | $3,108 | $5,954-47.8% | $5,202-40.3% | $5,982-48.1% |
| Admin fee / account holder | $1,229 | $17,074-92.8% | $13,984-91.2% | $11,246-89.1% |