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 5-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 | $143,895 | $183,519-21.6% | $155,509-7.5% | $145,922-1.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.82% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,326 | $5,313-56.2% | $4,672-50.2% | $4,660-50.1% |
| Participant deferral / active EE | $9,819 | $6,462+51.9% | $5,626+74.5% | $6,688+46.8% |
| Admin fee / account holder | $1,772 | $19,313-90.8% | $15,912-88.9% | $13,397-86.8% |