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 | $151,708 | $106,515+42.4% | $96,683+56.9% | $139,434+8.8% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 11.77% | 38.43%-26.7pp | 35.69%-23.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,770 | $4,103-8.1% | $3,737+0.9% | $4,751-20.6% |
| Participant deferral / active EE | $11,584 | $5,454+112.4% | $4,878+137.5% | $6,710+72.6% |
| Admin fee / account holder | $13,088 | $7,877+66.2% | $6,730+94.5% | $11,403+14.8% |