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 10-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 | $166,876 | $124,319+34.2% | $111,297+49.9% | $167,490-0.4% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 12.12% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $4,307 | $3,435+25.4% | $2,731+57.7% | $4,837-11.0% |
| Participant deferral / active EE | $3,939 | $5,180-24.0% | $4,487-12.2% | $6,341-37.9% |
| Admin fee / account holder | $4,664 | $10,618-56.1% | $7,964-41.4% | $12,309-62.1% |