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 | $31,568 | $144,119-78.1% | $117,854-73.2% | $147,584-78.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 18.91% | 531.15%-512.2pp | 335.08%-316.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,491 | $4,896-69.6% | $3,786-60.6% | $4,876-69.4% |
| Participant deferral / active EE | $4,875 | $5,316-8.3% | $4,482+8.8% | $5,439-10.4% |
| Admin fee / account holder | $479 | $10,886-95.6% | $8,020-94.0% | $10,885-95.6% |