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 | $214,851 | $185,822+15.6% | $169,993+26.4% | $139,434+54.1% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 15.10% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,400 | $7,590-28.8% | $6,785-20.4% | $4,751+13.7% |
| Participant deferral / active EE | $7,937 | $11,622-31.7% | $10,408-23.7% | $6,710+18.3% |
| Admin fee / account holder | $18,240 | $15,381+18.6% | $12,815+42.3% | $11,403+60.0% |