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 | $38,514 | $157,256-75.5% | $141,162-72.7% | $152,861-74.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.34% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,827 | $5,261-65.3% | $4,735-61.4% | $4,762-61.6% |
| Participant deferral / active EE | $3,092 | $7,109-56.5% | $6,709-53.9% | $5,850-47.1% |
| Admin fee / account holder | $767 | $12,120-93.7% | $10,261-92.5% | $11,596-93.4% |