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 | $214,748 | $209,411+2.5% | $178,490+20.3% | $158,922+35.1% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 14.46% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,800 | $5,706-50.9% | $5,011-44.1% | $4,761-41.2% |
| Participant deferral / active EE | $5,097 | $5,954-14.4% | $5,202-2.0% | $5,982-14.8% |
| Admin fee / account holder | $17,762 | $17,074+4.0% | $13,984+27.0% | $11,246+57.9% |