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 | $34,993 | $157,256-77.7% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 20.18% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,419 | $5,261-73.0% | $4,735-70.0% | $4,762-70.2% |
| Participant deferral / active EE | $4,013 | $7,109-43.6% | $6,709-40.2% | $5,850-31.4% |
| Admin fee / account holder | $649 | $12,120-94.6% | $10,261-93.7% | $11,596-94.4% |