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 | $147,679 | $111,754+32.1% | $103,333+42.9% | $145,922+1.2% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 14.81% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,882 | $4,212+63.4% | $3,868+77.9% | $4,660+47.7% |
| Participant deferral / active EE | $13,392 | $5,619+138.4% | $5,057+164.8% | $6,688+100.2% |
| Admin fee / account holder | $2,074 | $9,750-78.7% | $8,355-75.2% | $13,397-84.5% |