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 | $190,868 | $176,056+8.4% | $159,436+19.7% | $167,490+14.0% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.9pp |
| Annual return | 29.03% | 331.75%-302.7pp | 263.57%-234.5pp | 478.56%-449.5pp |
| Employer contribution / active EE | $4,539 | $5,297-14.3% | $4,829-6.0% | $4,837-6.2% |
| Participant deferral / active EE | $7,890 | $7,750+1.8% | $7,352+7.3% | $6,341+24.4% |
| Admin fee / account holder | $5,311 | $12,554-57.7% | $10,799-50.8% | $12,309-56.8% |