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 | $53,946 | $210,648-74.4% | $177,989-69.7% | $145,922-63.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 14.27% | 385.86%-371.6pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,451 | $4,565-2.5% | $3,949+12.7% | $4,660-4.5% |
| Participant deferral / active EE | $8,216 | $6,958+18.1% | $6,276+30.9% | $6,688+22.9% |
| Admin fee / account holder | $4,540 | $12,013-62.2% | $10,363-56.2% | $13,397-66.1% |