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 | $145,364 | $124,425+16.8% | $112,040+29.7% | $137,256+5.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.80% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,232 | $3,411-34.6% | $2,954-24.5% | $4,156-46.3% |
| Participant deferral / active EE | $14,576 | $5,718+154.9% | $5,098+185.9% | $6,407+127.5% |
| Admin fee / account holder | $569 | $15,207-96.3% | $12,098-95.3% | $12,270-95.4% |