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 | $114,381+54.5% | $107,525+64.4% | $142,382+24.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.56% | 242.71%-222.1pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,200 | $4,015+4.6% | $3,754+11.9% | $4,299-2.3% |
| Participant deferral / active EE | $12,550 | $5,564+125.5% | $5,116+145.3% | $6,507+92.9% |
| Admin fee / account holder | $1,716 | $9,860-82.6% | $8,919-80.8% | $12,624-86.4% |