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 | $155,773 | $127,777+21.9% | $106,548+46.2% | $167,490-7.0% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 16.06% | 33.87%-17.8pp | 26.80%-10.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,501 | $3,427-27.0% | $2,819-11.3% | $4,837-48.3% |
| Participant deferral / active EE | $4,460 | $5,087-12.3% | $4,398+1.4% | $6,341-29.7% |
| Admin fee / account holder | $5,774 | $11,228-48.6% | $7,407-22.1% | $12,309-53.1% |