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 | $74,472 | $176,056-57.7% | $159,436-53.3% | $167,490-55.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 20.87% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $5,000 | $5,297-5.6% | $4,829+3.5% | $4,837+3.4% |
| Participant deferral / active EE | $12,864 | $7,750+66.0% | $7,352+75.0% | $6,341+102.9% |
| Admin fee / account holder | $6,805 | $12,554-45.8% | $10,799-37.0% | $12,309-44.7% |