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 | $148,596 | $103,376+43.7% | $87,100+70.6% | $152,861-2.8% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.9%+17.2pp | 82.4%+11.7pp |
| Annual return | 20.34% | 28.10%-7.8pp | 28.19%-7.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,702 | $3,220+15.0% | $2,521+46.8% | $4,762-22.3% |
| Participant deferral / active EE | $9,639 | $4,778+101.7% | $4,049+138.1% | $5,850+64.8% |
| Admin fee / account holder | $2,568 | $12,205-79.0% | $7,497-65.7% | $11,596-77.9% |