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 | $222,934 | $209,411+6.5% | $178,490+24.9% | $158,922+40.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 25.41% | 188.75%-163.3pp | 151.07%-125.7pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,195 | $5,706-79.1% | $5,011-76.2% | $4,761-74.9% |
| Participant deferral / active EE | $2,476 | $5,954-58.4% | $5,202-52.4% | $5,982-58.6% |
| Admin fee / account holder | $5,281 | $17,074-69.1% | $13,984-62.2% | $11,246-53.0% |