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 3-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 | $161,814 | $100,773+60.6% | $88,946+81.9% | $142,382+13.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.86% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $749 | $2,918-74.3% | $2,555-70.7% | $4,299-82.6% |
| Participant deferral / active EE | $4,473 | $5,230-14.5% | $4,581-2.4% | $6,507-31.3% |
| Admin fee / account holder | $1,113 | $9,693-88.5% | $8,261-86.5% | $12,624-91.2% |