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 | $52,615 | $144,119-63.5% | $117,854-55.4% | $147,584-64.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 20.53% | 531.15%-510.6pp | 335.08%-314.6pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,360 | $4,896-72.2% | $3,786-64.1% | $4,876-72.1% |
| Participant deferral / active EE | $4,430 | $5,316-16.7% | $4,482-1.2% | $5,439-18.5% |
| Admin fee / account holder | $914 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |