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 | $200,400 | $165,984+20.7% | $164,813+21.6% | $145,922+37.3% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 18.88% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,182 | $5,273-39.7% | $4,341-26.7% | $4,660-31.7% |
| Participant deferral / active EE | $5,004 | $6,959-28.1% | $6,031-17.0% | $6,688-25.2% |
| Admin fee / account holder | $2,972 | $16,648-82.1% | $12,690-76.6% | $13,397-77.8% |