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 | $41,707 | $121,625-65.7% | $104,607-60.1% | $158,922-73.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 10.70% | 465.26%-454.6pp | 340.46%-329.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $914 | $3,163-71.1% | $2,681-65.9% | $4,761-80.8% |
| Participant deferral / active EE | $1,399 | $4,177-66.5% | $3,740-62.6% | $5,982-76.6% |
| Admin fee / account holder | $437 | $7,787-94.4% | $6,473-93.3% | $11,246-96.1% |