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 | $44,397 | $144,119-69.2% | $117,854-62.3% | $147,584-69.9% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 19.75% | 531.15%-511.4pp | 335.08%-315.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,352 | $4,896-72.4% | $3,786-64.3% | $4,876-72.3% |
| Participant deferral / active EE | $2,444 | $5,316-54.0% | $4,482-45.5% | $5,439-55.1% |
| Admin fee / account holder | $342 | $10,886-96.9% | $8,020-95.7% | $10,885-96.9% |