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 | $189,180 | $217,402-13.0% | $185,823+1.8% | $167,490+12.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.01% | 148.36%-134.4pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,556 | $5,873-22.4% | $5,167-11.8% | $4,837-5.8% |
| Participant deferral / active EE | $5,866 | $6,356-7.7% | $5,568+5.3% | $6,341-7.5% |
| Admin fee / account holder | $18,480 | $19,811-6.7% | $16,237+13.8% | $12,309+50.1% |