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 | $36,757 | $144,119-74.5% | $117,854-68.8% | $147,584-75.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 18.40% | 531.15%-512.7pp | 335.08%-316.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,496 | $4,896-49.0% | $3,786-34.1% | $4,876-48.8% |
| Participant deferral / active EE | $6,513 | $5,316+22.5% | $4,482+45.3% | $5,439+19.7% |
| Admin fee / account holder | $32,515 | $10,886+198.7% | $8,020+305.4% | $10,885+198.7% |