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 | $176,772 | $111,535+58.5% | $105,223+68.0% | $137,256+28.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 20.56% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,200 | $3,939+6.6% | $3,689+13.9% | $4,156+1.1% |
| Participant deferral / active EE | $12,550 | $5,500+128.2% | $5,072+147.5% | $6,407+95.9% |
| Admin fee / account holder | $1,716 | $9,721-82.4% | $8,859-80.6% | $12,270-86.0% |