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 | $116,071 | $107,452+8.0% | $91,541+26.8% | $142,382-18.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 11.27% | 22.06%-10.8pp | 20.50%-9.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,342 | $2,994+45.0% | $2,505+73.4% | $4,299+1.0% |
| Participant deferral / active EE | $17,479 | $4,754+267.7% | $4,008+336.1% | $6,507+168.6% |
| Admin fee / account holder | $1,346 | $8,834-84.8% | $6,956-80.7% | $12,624-89.3% |