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 | $64,206 | $144,119-55.4% | $117,854-45.5% | $147,584-56.5% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 14.49% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,484 | $4,896-49.3% | $3,786-34.4% | $4,876-49.1% |
| Participant deferral / active EE | $4,530 | $5,316-14.8% | $4,482+1.1% | $5,439-16.7% |
| Admin fee / account holder | $417 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |