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 6-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 | $55,508 | $217,402-74.5% | $185,823-70.1% | $167,490-66.9% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 16.43% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,372 | $5,873-42.6% | $5,167-34.7% | $4,837-30.3% |
| Participant deferral / active EE | $5,422 | $6,356-14.7% | $5,568-2.6% | $6,341-14.5% |
| Admin fee / account holder | $2,083 | $19,811-89.5% | $16,237-87.2% | $12,309-83.1% |