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 10-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 | $156,819 | $127,065+23.4% | $113,168+38.6% | $142,382+10.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.16% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,979 | $3,442+15.6% | $2,975+33.7% | $4,299-7.5% |
| Participant deferral / active EE | $6,082 | $5,716+6.4% | $5,107+19.1% | $6,507-6.5% |
| Admin fee / account holder | $4,562 | $15,736-71.0% | $12,068-62.2% | $12,624-63.9% |