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 | $88,797 | $172,111-48.4% | $150,298-40.9% | $137,256-35.3% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 19.82% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,821 | $4,636-39.2% | $4,154-32.1% | $4,156-32.1% |
| Participant deferral / active EE | $5,879 | $6,166-4.7% | $5,453+7.8% | $6,407-8.2% |
| Admin fee / account holder | $1,004 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |