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 9-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 | $149,757 | $124,319+20.5% | $111,297+34.6% | $167,490-10.6% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 15.84% | 37.44%-21.6pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,102 | $5,180+17.8% | $4,487+36.0% | $6,341-3.8% |
| Admin fee / account holder | $799 | $10,618-92.5% | $7,964-90.0% | $12,309-93.5% |