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 | $33,696 | $144,119-76.6% | $117,854-71.4% | $147,584-77.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 27.26% | 531.15%-503.9pp | 335.08%-307.8pp | 578.55%-551.3pp |
| Employer contribution / active EE | $2,743 | $4,896-44.0% | $3,786-27.5% | $4,876-43.7% |
| Participant deferral / active EE | $3,611 | $5,316-32.1% | $4,482-19.4% | $5,439-33.6% |
| Admin fee / account holder | $344 | $10,886-96.8% | $8,020-95.7% | $10,885-96.8% |