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 9-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 | $153,604 | $127,065+20.9% | $113,168+35.7% | $142,382+7.9% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 15.91% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,135 | $3,442-38.0% | $2,975-28.2% | $4,299-50.3% |
| Participant deferral / active EE | $9,319 | $5,716+63.0% | $5,107+82.5% | $6,507+43.2% |
| Admin fee / account holder | $2,444 | $15,736-84.5% | $12,068-79.7% | $12,624-80.6% |