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 | $184,104 | $209,411-12.1% | $178,490+3.1% | $158,922+15.8% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 20.02% | 188.75%-168.7pp | 151.07%-131.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $7,411 | $5,706+29.9% | $5,011+47.9% | $4,761+55.7% |
| Participant deferral / active EE | $6,433 | $5,954+8.0% | $5,202+23.7% | $5,982+7.5% |
| Admin fee / account holder | $20,691 | $17,074+21.2% | $13,984+48.0% | $11,246+84.0% |