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 6-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 | $181,381 | $136,179+33.2% | $98,755+83.7% | $167,490+8.3% |
| Participation rate | 87.5% | 70.2%+17.3pp | 65.7%+21.8pp | 82.1%+5.4pp |
| Annual return | 20.64% | 67.53%-46.9pp | 49.91%-29.3pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,312 | $2,631-12.1% | $2,067+11.8% | $4,837-52.2% |
| Participant deferral / active EE | $7,297 | $3,716+96.4% | $3,035+140.4% | $6,341+15.1% |
| Admin fee / account holder | $2,718 | $5,031-46.0% | $4,076-33.3% | $12,309-77.9% |