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 | $196,625 | $106,515+84.6% | $96,683+103.4% | $139,434+41.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.63% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,419 | $4,103+7.7% | $3,737+18.2% | $4,751-7.0% |
| Participant deferral / active EE | $12,405 | $5,454+127.5% | $4,878+154.3% | $6,710+84.9% |
| Admin fee / account holder | $1,195 | $7,877-84.8% | $6,730-82.2% | $11,403-89.5% |