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 | $44,192 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.50% | 348.15%-323.6pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $4,162 | $5,103-18.4% | $4,644-10.4% | $4,761-12.6% |
| Participant deferral / active EE | $10,455 | $7,181+45.6% | $6,842+52.8% | $5,982+74.8% |
| Admin fee / account holder | $3,049 | $10,807-71.8% | $9,309-67.2% | $11,246-72.9% |