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 6-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 | $59,044 | $114,381-48.4% | $107,525-45.1% | $142,382-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.99% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,166 | $4,015+103.4% | $3,754+117.6% | $4,299+90.0% |
| Participant deferral / active EE | $3,913 | $5,564-29.7% | $5,116-23.5% | $6,507-39.9% |
| Admin fee / account holder | $786 | $9,860-92.0% | $8,919-91.2% | $12,624-93.8% |