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 | $197,366 | $165,984+18.9% | $164,813+19.8% | $145,922+35.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 62.58% | 100.03%-37.4pp | 69.93%-7.3pp | 561.29%-498.7pp |
| Employer contribution / active EE | $2,524 | $5,273-52.1% | $4,341-41.8% | $4,660-45.8% |
| Participant deferral / active EE | $4,540 | $6,959-34.8% | $6,031-24.7% | $6,688-32.1% |
| Admin fee / account holder | $4,993 | $16,648-70.0% | $12,690-60.7% | $13,397-62.7% |