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 | $35,805 | $126,574-71.7% | $106,213-66.3% | $145,922-75.5% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 16.80% | 224.79%-208.0pp | 116.14%-99.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,261 | $3,730-12.6% | $3,171+2.8% | $4,660-30.0% |
| Participant deferral / active EE | $6,126 | $5,724+7.0% | $5,016+22.1% | $6,688-8.4% |
| Admin fee / account holder | $475 | $17,304-97.3% | $11,033-95.7% | $13,397-96.5% |