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 | $156,711 | $148,534+5.5% | $135,903+15.3% | $139,434+12.4% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 15.28% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,905 | $5,243-63.7% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $12,878 | $8,100+59.0% | $7,758+66.0% | $6,710+91.9% |
| Admin fee / account holder | $2,279 | $12,400-81.6% | $10,762-78.8% | $11,403-80.0% |