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 | $48,010 | $175,202-72.6% | $149,673-67.9% | $139,434-65.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 23.18% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,860 | $5,474-47.8% | $4,818-40.6% | $4,751-39.8% |
| Participant deferral / active EE | $8,934 | $6,519+37.0% | $5,680+57.3% | $6,710+33.1% |
| Admin fee / account holder | $857 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |