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 | $183,761 | $176,056+4.4% | $159,436+15.3% | $167,490+9.7% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 12.72% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,731 | $5,297-29.6% | $4,829-22.7% | $4,837-22.9% |
| Participant deferral / active EE | $6,765 | $7,750-12.7% | $7,352-8.0% | $6,341+6.7% |
| Admin fee / account holder | $1,505 | $12,554-88.0% | $10,799-86.1% | $12,309-87.8% |