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 | $63,770 | $165,335-61.4% | $149,696-57.4% | $158,922-59.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.50% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,386 | $5,103-72.8% | $4,644-70.2% | $4,761-70.9% |
| Participant deferral / active EE | $4,595 | $7,181-36.0% | $6,842-32.8% | $5,982-23.2% |
| Admin fee / account holder | $695 | $10,807-93.6% | $9,309-92.5% | $11,246-93.8% |