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 6-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 | $147,249 | $209,336-29.7% | $197,124-25.3% | $137,256+7.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.18% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,507 | $6,591-77.1% | $6,227-75.8% | $4,156-63.7% |
| Participant deferral / active EE | $13,877 | $9,614+44.3% | $9,135+51.9% | $6,407+116.6% |
| Admin fee / account holder | $1,917 | $17,308-88.9% | $16,298-88.2% | $12,270-84.4% |