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 | $27,972 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.51% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,596 | $5,103-49.1% | $4,644-44.1% | $4,761-45.5% |
| Participant deferral / active EE | $4,727 | $7,181-34.2% | $6,842-30.9% | $5,982-21.0% |
| Admin fee / account holder | $1,988 | $10,807-81.6% | $9,309-78.6% | $11,246-82.3% |