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 8-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 | $74,711 | $183,592-59.3% | $155,567-52.0% | $145,959-48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,166 | $5,315-40.4% | $4,674-32.3% | $4,661-32.1% |
| Participant deferral / active EE | $4,615 | $6,464-28.6% | $5,628-18.0% | $6,689-31.0% |
| Admin fee / account holder | $687 | $19,318-96.4% | $15,916-95.7% | $13,398-94.9% |