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 | $167,932 | $176,056-4.6% | $159,436+5.3% | $167,490+0.3% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.79% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,612 | $5,297-50.7% | $4,829-45.9% | $4,837-46.0% |
| Participant deferral / active EE | $7,437 | $7,750-4.0% | $7,352+1.2% | $6,341+17.3% |
| Admin fee / account holder | $1,166 | $12,554-90.7% | $10,799-89.2% | $12,309-90.5% |