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 | $31,362 | $144,119-78.2% | $117,854-73.4% | $147,584-78.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.11% | 531.15%-520.0pp | 335.08%-324.0pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,878 | $4,896-61.7% | $3,786-50.4% | $4,876-61.5% |
| Participant deferral / active EE | $3,112 | $5,316-41.5% | $4,482-30.6% | $5,439-42.8% |
| Admin fee / account holder | $951 | $10,886-91.3% | $8,020-88.1% | $10,885-91.3% |