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 | $209,722 | $209,411+0.1% | $178,490+17.5% | $158,922+32.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.09% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $5,553 | $5,706-2.7% | $5,011+10.8% | $4,761+16.6% |
| Participant deferral / active EE | $5,840 | $5,954-1.9% | $5,202+12.3% | $5,982-2.4% |
| Admin fee / account holder | $5,211 | $17,074-69.5% | $13,984-62.7% | $11,246-53.7% |