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 | $34,940 | $138,044-74.7% | $125,339-72.1% | $134,475-74.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 6.07% | 750.33%-744.3pp | 572.05%-566.0pp | 417.96%-411.9pp |
| Employer contribution / active EE | $7,983 | $5,243+52.3% | $4,814+65.8% | $4,740+68.4% |
| Participant deferral / active EE | $17,680 | $7,799+126.7% | $7,446+137.4% | $6,400+176.3% |
| Admin fee / account holder | $2,585 | $11,571-77.7% | $10,010-74.2% | $11,426-77.4% |