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 | $95,984 | $172,111-44.2% | $150,298-36.1% | $137,256-30.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 111.64% | 69.37%+42.3pp | 62.79%+48.9pp | 220.34%-108.7pp |
| Employer contribution / active EE | $2,086 | $4,636-55.0% | $4,154-49.8% | $4,156-49.8% |
| Participant deferral / active EE | $6,407 | $6,166+3.9% | $5,453+17.5% | $6,4070% |
| Admin fee / account holder | $337 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |