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 | $31,633 | $124,185-74.5% | $108,410-70.8% | $167,490-81.1% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 19.21% | 1379.64%-1360.4pp | 905.27%-886.1pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,460 | $4,187-17.4% | $3,558-2.8% | $4,837-28.5% |
| Participant deferral / active EE | $6,794 | $6,908-1.7% | $6,563+3.5% | $6,341+7.1% |
| Admin fee / account holder | $378 | $9,455-96.0% | $7,295-94.8% | $12,309-96.9% |