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 | $44,360 | $144,119-69.2% | $117,854-62.4% | $147,584-69.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 14.45% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $920 | $4,896-81.2% | $3,786-75.7% | $4,876-81.1% |
| Participant deferral / active EE | $1,840 | $5,316-65.4% | $4,482-58.9% | $5,439-66.2% |
| Admin fee / account holder | $694 | $10,886-93.6% | $8,020-91.4% | $10,885-93.6% |