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 4-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 | $143,214 | $112,881+26.9% | $90,951+57.5% | $158,922-9.9% |
| Participation rate | 79.2% | 74.7%+4.4pp | 69.0%+10.2pp | 82.0%-2.8pp |
| Annual return | 22.25% | 215.79%-193.5pp | 134.60%-112.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $517 | $2,893-82.1% | $2,122-75.7% | $4,761-89.1% |
| Participant deferral / active EE | $2,950 | $4,128-28.5% | $3,373-12.5% | $5,982-50.7% |
| Admin fee / account holder | $3,527 | $8,041-56.1% | $5,959-40.8% | $11,246-68.6% |