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 | $51,565 | $176,056-70.7% | $159,436-67.7% | $167,490-69.2% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 22.33% | 331.75%-309.4pp | 263.57%-241.2pp | 478.56%-456.2pp |
| Employer contribution / active EE | $2,037 | $5,297-61.5% | $4,829-57.8% | $4,837-57.9% |
| Participant deferral / active EE | $3,950 | $7,750-49.0% | $7,352-46.3% | $6,341-37.7% |
| Admin fee / account holder | $3,602 | $12,554-71.3% | $10,799-66.6% | $12,309-70.7% |