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 | $44,901 | $144,119-68.8% | $117,854-61.9% | $147,584-69.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 11.60% | 531.15%-519.5pp | 335.08%-323.5pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,850 | $4,896-62.2% | $3,786-51.1% | $4,876-62.1% |
| Participant deferral / active EE | $1,850 | $5,316-65.2% | $4,482-58.7% | $5,439-66.0% |
| Admin fee / account holder | $625 | $10,886-94.3% | $8,020-92.2% | $10,885-94.3% |