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 | $235,613 | $185,822+26.8% | $169,993+38.6% | $139,434+69.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 16.00% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,013 | $7,590-34.0% | $6,785-26.1% | $4,751+5.5% |
| Participant deferral / active EE | $12,933 | $11,622+11.3% | $10,408+24.3% | $6,710+92.7% |
| Admin fee / account holder | $4,823 | $15,381-68.6% | $12,815-62.4% | $11,403-57.7% |