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 | $197,770 | $198,466-0.4% | $170,442+16.0% | $147,584+34.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.68% | 257.29%-244.6pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,378 | $6,184-61.5% | $5,433-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $6,868 | $5,629+22.0% | $4,939+39.0% | $5,439+26.3% |
| Admin fee / account holder | $1,716 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |