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 | $53,120 | $104,974-49.4% | $95,585-44.4% | $142,382-62.7% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 21.80% | 210.33%-188.5pp | 38.56%-16.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,456 | $2,779+24.4% | $2,527+36.8% | $4,299-19.6% |
| Participant deferral / active EE | $10,995 | $4,352+152.6% | $4,023+173.3% | $6,507+69.0% |
| Admin fee / account holder | $2,539 | $6,386-60.2% | $6,127-58.6% | $12,624-79.9% |