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 | $63,820 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,135 | $4,961-16.6% | $4,693-11.9% | $4,299-3.8% |
| Participant deferral / active EE | $12,591 | $8,310+51.5% | $7,997+57.4% | $6,507+93.5% |
| Admin fee / account holder | $1,067 | $14,846-92.8% | $13,435-92.1% | $12,624-91.6% |