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 10-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 | $35,528 | $165,335-78.5% | $149,696-76.3% | $158,922-77.6% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 18.99% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,468 | $5,103-71.2% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $4,408 | $7,181-38.6% | $6,842-35.6% | $5,982-26.3% |
| Admin fee / account holder | $322 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |