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 | $193,100 | $198,466-2.7% | $170,442+13.3% | $147,584+30.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.74% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,267 | $6,184+1.3% | $5,433+15.3% | $4,876+28.5% |
| Participant deferral / active EE | $6,956 | $5,629+23.6% | $4,939+40.8% | $5,439+27.9% |
| Admin fee / account holder | $1,428 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |