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 | $84,264 | $183,592-54.1% | $155,567-45.8% | $145,959-42.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.41% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,442 | $5,315-54.1% | $4,674-47.8% | $4,661-47.6% |
| Participant deferral / active EE | $4,903 | $6,464-24.2% | $5,628-12.9% | $6,689-26.7% |
| Admin fee / account holder | $1,300 | $19,318-93.3% | $15,916-91.8% | $13,398-90.3% |