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 | $194,160 | $198,466-2.2% | $170,442+13.9% | $147,584+31.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.12% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,870 | $6,184-21.2% | $5,433-10.4% | $4,876-0.1% |
| Participant deferral / active EE | $8,467 | $5,629+50.4% | $4,939+71.4% | $5,439+55.7% |
| Admin fee / account holder | $3,674 | $16,852-78.2% | $13,880-73.5% | $10,885-66.3% |