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 | $161,207 | $103,376+55.9% | $87,100+85.1% | $152,861+5.5% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 16.56% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,099 | $3,220-65.9% | $2,521-56.4% | $4,762-76.9% |
| Participant deferral / active EE | $6,185 | $4,778+29.5% | $4,049+52.8% | $5,850+5.7% |
| Admin fee / account holder | $5,320 | $12,205-56.4% | $7,497-29.0% | $11,596-54.1% |