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 | $164,967 | $117,381+40.5% | $99,443+65.9% | $152,861+7.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.11% | 31.87%-15.8pp | 30.72%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,287 | $3,013-24.1% | $2,540-9.9% | $4,762-52.0% |
| Participant deferral / active EE | $9,788 | $4,086+139.5% | $3,619+170.5% | $5,850+67.3% |
| Admin fee / account holder | $1,116 | $7,631-85.4% | $6,250-82.2% | $11,596-90.4% |