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 | $189,949 | $183,519+3.5% | $155,509+22.1% | $145,922+30.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.46% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,937 | $5,313-44.7% | $4,672-37.1% | $4,660-37.0% |
| Participant deferral / active EE | $5,853 | $6,462-9.4% | $5,626+4.0% | $6,688-12.5% |
| Admin fee / account holder | $1,358 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |