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 | $165,117 | $159,602+3.5% | $150,045+10.0% | $142,382+16.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.70% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,489 | $4,961+10.6% | $4,693+16.9% | $4,299+27.7% |
| Participant deferral / active EE | $4,568 | $8,310-45.0% | $7,997-42.9% | $6,507-29.8% |
| Admin fee / account holder | $3,383 | $14,846-77.2% | $13,435-74.8% | $12,624-73.2% |