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 | $194,857 | $209,411-7.0% | $178,490+9.2% | $158,922+22.6% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 20.71% | 188.75%-168.0pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $6,396 | $5,706+12.1% | $5,011+27.6% | $4,761+34.3% |
| Participant deferral / active EE | $7,063 | $5,954+18.6% | $5,202+35.8% | $5,982+18.1% |
| Admin fee / account holder | $1,992 | $17,074-88.3% | $13,984-85.8% | $11,246-82.3% |