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 | $204,384 | $209,411-2.4% | $178,490+14.5% | $158,922+28.6% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 26.31% | 188.75%-162.4pp | 151.07%-124.8pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,245 | $5,706-78.2% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $5,655 | $5,954-5.0% | $5,202+8.7% | $5,982-5.5% |
| Admin fee / account holder | $1,624 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |