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 | $42,083 | $144,119-70.8% | $117,854-64.3% | $147,584-71.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 9.95% | 531.15%-521.2pp | 335.08%-325.1pp | 578.55%-568.6pp |
| Employer contribution / active EE | $956 | $4,896-80.5% | $3,786-74.7% | $4,876-80.4% |
| Participant deferral / active EE | $1,935 | $5,316-63.6% | $4,482-56.8% | $5,439-64.4% |
| Admin fee / account holder | $7,660 | $10,886-29.6% | $8,020-4.5% | $10,885-29.6% |