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 | $29,191 | $91,407-68.1% | $135,903-78.5% | $71,457-59.1% |
| Participation rate | 87.4% | 75.7%+11.7pp | 81.9%+5.5pp | 67.9%+19.4pp |
| Annual return | 64.33% | 29.90%+34.4pp | 68.23%-3.9pp | 28.85%+35.5pp |
| Employer contribution / active EE | $4,001 | $3,703+8.0% | $4,856-17.6% | $2,588+54.6% |
| Participant deferral / active EE | $9,820 | $7,092+38.5% | $7,758+26.6% | $4,289+129.0% |
| Admin fee / account holder | $1,258 | $1,266-0.6% | $10,762-88.3% | $1,587-20.7% |