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 | $155,793 | $127,065+22.6% | $113,168+37.7% | $142,382+9.4% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 13.62% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,187 | $3,442+21.6% | $2,975+40.7% | $4,299-2.6% |
| Participant deferral / active EE | $6,327 | $5,716+10.7% | $5,107+23.9% | $6,507-2.8% |
| Admin fee / account holder | $938 | $15,736-94.0% | $12,068-92.2% | $12,624-92.6% |