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 | $206,451 | $198,466+4.0% | $170,442+21.1% | $147,584+39.9% |
| Participation rate | 76.2% | 88.0%-11.8pp | 83.6%-7.4pp | 82.8%-6.6pp |
| Annual return | 17.40% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,797 | $6,184-70.9% | $5,433-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $3,473 | $5,629-38.3% | $4,939-29.7% | $5,439-36.1% |
| Admin fee / account holder | $1,408 | $16,852-91.6% | $13,880-89.9% | $10,885-87.1% |