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 | $66,972 | $172,111-61.1% | $150,298-55.4% | $137,256-51.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 22.67% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,371 | $4,636-48.9% | $4,154-42.9% | $4,156-43.0% |
| Participant deferral / active EE | $6,423 | $6,166+4.2% | $5,453+17.8% | $6,407+0.3% |
| Admin fee / account holder | $880 | $16,471-94.7% | $14,116-93.8% | $12,270-92.8% |