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 | $199,906 | $198,466+0.7% | $170,442+17.3% | $147,584+35.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.55% | 257.29%-242.7pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,759 | $6,184-55.4% | $5,433-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $5,472 | $5,629-2.8% | $4,939+10.8% | $5,439+0.6% |
| Admin fee / account holder | $35,842 | $16,852+112.7% | $13,880+158.2% | $10,885+229.3% |