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 9-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 | $203,792 | $135,952+49.9% | $123,892+64.5% | $273,961-25.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $985 | $5,170-80.9% | $4,617-78.7% | $4,869-79.8% |
| Participant deferral / active EE | $4,027 | $6,343-36.5% | $5,984-32.7% | $5,287-23.8% |
| Admin fee / account holder | $5,090 | $9,817-48.1% | $8,357-39.1% | $10,132-49.8% |