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 | $190,838 | $154,228+23.7% | $145,433+31.2% | $137,256+39.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 39.68% | 74.59%-34.9pp | 66.58%-26.9pp | 220.34%-180.7pp |
| Employer contribution / active EE | $3,800 | $4,804-20.9% | $4,554-16.6% | $4,156-8.6% |
| Participant deferral / active EE | $18,478 | $8,216+124.9% | $7,897+134.0% | $6,407+188.4% |
| Admin fee / account holder | $694 | $14,344-95.2% | $13,129-94.7% | $12,270-94.3% |