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 | $74,496 | $178,174-58.2% | $156,181-52.3% | $137,256-45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.74% | 84.19%-73.5pp | 64.87%-54.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,093 | $4,972-37.8% | $4,294-28.0% | $4,156-25.6% |
| Participant deferral / active EE | $5,375 | $6,888-22.0% | $6,132-12.3% | $6,407-16.1% |
| Admin fee / account holder | $1,481 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |