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 | $196,148 | $198,466-1.2% | $170,442+15.1% | $147,584+32.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 19.11% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,352 | $6,184-62.0% | $5,433-56.7% | $4,876-51.8% |
| Participant deferral / active EE | $4,620 | $5,629-17.9% | $4,939-6.5% | $5,439-15.1% |
| Admin fee / account holder | $32,869 | $16,852+95.0% | $13,880+136.8% | $10,885+202.0% |