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 | $38,447 | $165,335-76.7% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 27.91% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,034 | $5,103-79.7% | $4,644-77.7% | $4,761-78.3% |
| Participant deferral / active EE | $6,453 | $7,181-10.1% | $6,842-5.7% | $5,982+7.9% |
| Admin fee / account holder | $2,960 | $10,807-72.6% | $9,309-68.2% | $11,246-73.7% |