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 5-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 | $121,556 | $74,888+62.3% | $71,209+70.7% | $142,382-14.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.94% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,666 | $2,854+63.5% | $2,721+71.5% | $4,299+8.5% |
| Participant deferral / active EE | $13,735 | $4,454+208.3% | $4,175+229.0% | $6,507+111.1% |
| Admin fee / account holder | $5,419 | $5,568-2.7% | $5,349+1.3% | $12,624-57.1% |