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 | $182,355 | $176,056+3.6% | $159,436+14.4% | $167,490+8.9% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 20.61% | 331.75%-311.1pp | 263.57%-243.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $3,015 | $5,297-43.1% | $4,829-37.6% | $4,837-37.7% |
| Participant deferral / active EE | $6,452 | $7,750-16.7% | $7,352-12.2% | $6,341+1.8% |
| Admin fee / account holder | $1,176 | $12,554-90.6% | $10,799-89.1% | $12,309-90.4% |