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 3-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 | $66,116 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 256.57% | 74.59%+182.0pp | 66.58%+190.0pp | 220.34%+36.2pp |
| Employer contribution / active EE | $7,109 | $4,804+48.0% | $4,554+56.1% | $4,156+71.0% |
| Participant deferral / active EE | $10,649 | $8,216+29.6% | $7,897+34.8% | $6,407+66.2% |
| Admin fee / account holder | $1,233 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |