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 8-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 | $150,289 | $109,881+36.8% | $150,045+0.2% | $84,808+77.2% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 14.34% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,180 | $3,561-66.9% | $4,693-74.9% | $2,631-55.1% |
| Participant deferral / active EE | $6,976 | $6,636+5.1% | $7,997-12.8% | $4,212+65.6% |
| Admin fee / account holder | $29,749 | $8,568+247.2% | $13,435+121.4% | $7,344+305.1% |