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 8-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 | $167,894 | $159,602+5.2% | $150,045+11.9% | $142,382+17.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,970 | $4,961+0.2% | $4,693+5.9% | $4,299+15.6% |
| Participant deferral / active EE | $7,950 | $8,310-4.3% | $7,997-0.6% | $6,507+22.2% |
| Admin fee / account holder | $1,167 | $14,846-92.1% | $13,435-91.3% | $12,624-90.8% |