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 | $41,542 | $165,335-74.9% | $149,696-72.2% | $158,922-73.9% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 32.04% | 348.15%-316.1pp | 276.60%-244.6pp | 302.83%-270.8pp |
| Employer contribution / active EE | $2,346 | $5,103-54.0% | $4,644-49.5% | $4,761-50.7% |
| Participant deferral / active EE | $5,468 | $7,181-23.9% | $6,842-20.1% | $5,982-8.6% |
| Admin fee / account holder | $909 | $10,807-91.6% | $9,309-90.2% | $11,246-91.9% |