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 3-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 | $161,783 | $114,381+41.4% | $107,525+50.5% | $142,382+13.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 23.57% | 242.71%-219.1pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,795 | $4,015-30.4% | $3,754-25.5% | $4,299-35.0% |
| Participant deferral / active EE | $10,796 | $5,564+94.0% | $5,116+111.0% | $6,507+65.9% |
| Admin fee / account holder | $1,720 | $9,860-82.6% | $8,919-80.7% | $12,624-86.4% |