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 | $176,047 | $154,228+14.1% | $145,433+21.1% | $137,256+28.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,872 | $4,804+22.2% | $4,554+28.9% | $4,156+41.3% |
| Participant deferral / active EE | $7,782 | $8,216-5.3% | $7,897-1.5% | $6,407+21.5% |
| Admin fee / account holder | $8,253 | $14,344-42.5% | $13,129-37.1% | $12,270-32.7% |