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 | $149,981 | $111,814+34.1% | $103,374+45.1% | $145,959+2.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.09% | 24.77%-14.7pp | 24.89%-14.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,847 | $4,214-8.7% | $3,869-0.6% | $4,661-17.5% |
| Participant deferral / active EE | $10,940 | $5,618+94.7% | $5,058+116.3% | $6,689+63.6% |
| Admin fee / account holder | $900 | $9,754-90.8% | $8,394-89.3% | $13,398-93.3% |