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 | $85,452 | $180,749-52.7% | $160,784-46.9% | $137,256-37.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.77% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $894 | $4,155-78.5% | $3,733-76.0% | $4,156-78.5% |
| Participant deferral / active EE | $1,788 | $6,844-73.9% | $6,293-71.6% | $6,407-72.1% |
| Admin fee / account holder | $349 | $10,397-96.6% | $9,717-96.4% | $12,270-97.2% |