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 | $41,628 | $217,402-80.9% | $185,823-77.6% | $167,490-75.1% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 17.41% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $5,696 | $5,873-3.0% | $5,167+10.2% | $4,837+17.7% |
| Participant deferral / active EE | $3,550 | $6,356-44.1% | $5,568-36.2% | $6,341-44.0% |
| Admin fee / account holder | $786 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |