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 9-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 | $68,307 | $115,770-41.0% | $101,248-32.5% | $158,922-57.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 9.27% | 56.14%-46.9pp | 46.47%-37.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,604 | $4,175-37.6% | $3,660-28.9% | $4,761-45.3% |
| Participant deferral / active EE | $4,158 | $4,957-16.1% | $4,370-4.9% | $5,982-30.5% |
| Admin fee / account holder | $3,861 | $7,245-46.7% | $5,945-35.1% | $11,246-65.7% |