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 | $69,142 | $165,335-58.2% | $149,696-53.8% | $158,922-56.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,098 | $5,103-39.3% | $4,644-33.3% | $4,761-34.9% |
| Participant deferral / active EE | $9,776 | $7,181+36.1% | $6,842+42.9% | $5,982+63.4% |
| Admin fee / account holder | $381 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |