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 | $84,487 | $105,126-19.6% | $94,646-10.7% | $139,434-39.4% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 12.64% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,895 | $4,106-5.1% | $3,672+6.1% | $4,751-18.0% |
| Participant deferral / active EE | $11,310 | $7,599+48.8% | $7,418+52.5% | $6,710+68.5% |
| Admin fee / account holder | $897 | $8,984-90.0% | $7,231-87.6% | $11,403-92.1% |