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 | $42,082 | $165,335-74.5% | $149,696-71.9% | $158,922-73.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.07% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,660 | $5,103-67.5% | $4,644-64.2% | $4,761-65.1% |
| Participant deferral / active EE | $3,976 | $7,181-44.6% | $6,842-41.9% | $5,982-33.5% |
| Admin fee / account holder | $4,898 | $10,807-54.7% | $9,309-47.4% | $11,246-56.4% |