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 | $199,484 | $159,602+25.0% | $150,045+32.9% | $142,382+40.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.56% | 70.24%-32.7pp | 62.55%-25.0pp | 217.08%-179.5pp |
| Employer contribution / active EE | $4,933 | $4,961-0.6% | $4,693+5.1% | $4,299+14.7% |
| Participant deferral / active EE | $13,564 | $8,310+63.2% | $7,997+69.6% | $6,507+108.4% |
| Admin fee / account holder | $2,940 | $14,846-80.2% | $13,435-78.1% | $12,624-76.7% |