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 | $45,772 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,685 | $5,103-67.0% | $4,644-63.7% | $4,761-64.6% |
| Participant deferral / active EE | $3,191 | $7,181-55.6% | $6,842-53.4% | $5,982-46.7% |
| Admin fee / account holder | $628 | $10,807-94.2% | $9,309-93.2% | $11,246-94.4% |