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 | $171,150 | $165,335+3.5% | $149,696+14.3% | $158,922+7.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 41.21% | 348.15%-306.9pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $5,361 | $5,103+5.1% | $4,644+15.4% | $4,761+12.6% |
| Participant deferral / active EE | $15,039 | $7,181+109.4% | $6,842+119.8% | $5,982+151.4% |
| Admin fee / account holder | $36,316 | $10,807+236.1% | $9,309+290.1% | $11,246+222.9% |