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 | $211,432 | $172,111+22.8% | $150,298+40.7% | $137,256+54.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 23.72% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $29,048 | $4,636+526.5% | $4,154+599.3% | $4,156+598.9% |
| Participant deferral / active EE | $13,429 | $6,166+117.8% | $5,453+146.3% | $6,407+109.6% |
| Admin fee / account holder | $5,689 | $16,471-65.5% | $14,116-59.7% | $12,270-53.6% |