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 | $33,776 | $144,119-76.6% | $117,854-71.3% | $147,584-77.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 21.21% | 531.15%-509.9pp | 335.08%-313.9pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,849 | $4,896-41.8% | $3,786-24.7% | $4,876-41.6% |
| Participant deferral / active EE | $4,465 | $5,316-16.0% | $4,482-0.4% | $5,439-17.9% |
| Admin fee / account holder | $810 | $10,886-92.6% | $8,020-89.9% | $10,885-92.6% |