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 | $181,327 | $111,754+62.3% | $103,333+75.5% | $145,922+24.3% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,551 | $4,212+103.0% | $3,868+121.1% | $4,660+83.5% |
| Participant deferral / active EE | $12,024 | $5,619+114.0% | $5,057+137.8% | $6,688+79.8% |
| Admin fee / account holder | $10,173 | $9,750+4.3% | $8,355+21.8% | $13,397-24.1% |