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 8-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 | $71,513 | $115,770-38.2% | $101,248-29.4% | $158,922-55.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.64% | 56.14%-44.5pp | 46.47%-34.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,312 | $4,175-68.6% | $3,660-64.1% | $4,761-72.4% |
| Participant deferral / active EE | $4,411 | $4,957-11.0% | $4,370+0.9% | $5,982-26.3% |
| Admin fee / account holder | $1,019 | $7,245-85.9% | $5,945-82.9% | $11,246-90.9% |