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 | $128,517 | $163,101-21.2% | $136,749-6.0% | $142,382-9.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,772 | $4,117-57.0% | $3,400-47.9% | $4,299-58.8% |
| Participant deferral / active EE | $16,458 | $5,585+194.7% | $4,692+250.8% | $6,507+152.9% |
| Admin fee / account holder | $1,735 | $14,318-87.9% | $11,386-84.8% | $12,624-86.3% |