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 | $117,270 | $159,602-26.5% | $150,045-21.8% | $142,382-17.6% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 46.76% | 70.24%-23.5pp | 62.55%-15.8pp | 217.08%-170.3pp |
| Employer contribution / active EE | $23,458 | $4,961+372.9% | $4,693+399.8% | $4,299+445.7% |
| Participant deferral / active EE | $15,474 | $8,310+86.2% | $7,997+93.5% | $6,507+137.8% |
| Admin fee / account holder | $14,116 | $14,846-4.9% | $13,435+5.1% | $12,624+11.8% |