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 | $28,381 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 85.03% | 70.24%+14.8pp | 62.55%+22.5pp | 217.08%-132.1pp |
| Employer contribution / active EE | $4,093 | $4,961-17.5% | $4,693-12.8% | $4,299-4.8% |
| Participant deferral / active EE | $6,902 | $8,310-17.0% | $7,997-13.7% | $6,507+6.1% |
| Admin fee / account holder | $4,333 | $14,846-70.8% | $13,435-67.8% | $12,624-65.7% |