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 | $158,151 | $183,519-13.8% | $155,509+1.7% | $145,922+8.4% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 10.92% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,213 | $5,313-39.5% | $4,672-31.2% | $4,660-31.1% |
| Participant deferral / active EE | $7,241 | $6,462+12.0% | $5,626+28.7% | $6,688+8.3% |
| Admin fee / account holder | $2,818 | $19,313-85.4% | $15,912-82.3% | $13,397-79.0% |