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 | $160,209 | $106,584+50.3% | $101,326+58.1% | $142,382+12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.97% | 36.93%-21.0pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,643 | $3,956+42.6% | $3,665+53.9% | $4,299+31.2% |
| Participant deferral / active EE | $39,080 | $8,297+371.0% | $7,994+388.9% | $6,507+500.6% |
| Admin fee / account holder | $23,293 | $11,446+103.5% | $11,185+108.3% | $12,624+84.5% |