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 | $33,037 | $202,318-83.7% | $172,739-80.9% | $152,861-78.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.99% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,551 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $3,362 | $5,948-43.5% | $5,198-35.3% | $5,850-42.5% |
| Admin fee / account holder | $1,154 | $17,109-93.3% | $13,954-91.7% | $11,596-90.0% |