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 | $181,502 | $217,402-16.5% | $185,823-2.3% | $167,490+8.4% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 14.72% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,410 | $5,873-7.9% | $5,167+4.7% | $4,837+11.8% |
| Participant deferral / active EE | $5,058 | $6,356-20.4% | $5,568-9.2% | $6,341-20.2% |
| Admin fee / account holder | $2,174 | $19,811-89.0% | $16,237-86.6% | $12,309-82.3% |