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 | $32,863 | $144,119-77.2% | $117,854-72.1% | $147,584-77.7% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 18.14% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,997 | $4,896-59.2% | $3,786-47.3% | $4,876-59.1% |
| Participant deferral / active EE | $3,303 | $5,316-37.9% | $4,482-26.3% | $5,439-39.3% |
| Admin fee / account holder | $1,210 | $10,886-88.9% | $8,020-84.9% | $10,885-88.9% |