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 | $205,417 | $209,411-1.9% | $178,490+15.1% | $158,922+29.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 7.89% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,034 | $5,706-64.4% | $5,011-59.4% | $4,761-57.3% |
| Participant deferral / active EE | $4,305 | $5,954-27.7% | $5,202-17.2% | $5,982-28.0% |
| Admin fee / account holder | $1,455 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |