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 | $45,464 | $165,335-72.5% | $149,696-69.6% | $158,922-71.4% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 15.98% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,163 | $5,103-77.2% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $4,550 | $7,181-36.6% | $6,842-33.5% | $5,982-23.9% |
| Admin fee / account holder | $2,851 | $10,807-73.6% | $9,309-69.4% | $11,246-74.6% |