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 | $173,099 | $202,318-14.4% | $172,739+0.2% | $152,861+13.2% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 22.79% | 1029.65%-1006.9pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,538 | $5,856-5.4% | $5,143+7.7% | $4,762+16.3% |
| Participant deferral / active EE | $4,436 | $5,948-25.4% | $5,198-14.6% | $5,850-24.2% |
| Admin fee / account holder | $1,159 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |