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 | $36,651 | $178,174-79.4% | $156,181-76.5% | $137,256-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.07% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,114 | $4,972-37.4% | $4,294-27.5% | $4,156-25.1% |
| Participant deferral / active EE | $7,545 | $6,888+9.5% | $6,132+23.0% | $6,407+17.8% |
| Admin fee / account holder | $385 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |