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 | $44,863 | $98,750-54.6% | $149,696-70.0% | $79,858-43.8% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 25.37% | 27.43%-2.1pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $2,656 | $3,216-17.4% | $4,644-42.8% | $2,471+7.5% |
| Participant deferral / active EE | $5,814 | $5,680+2.4% | $6,842-15.0% | $3,740+55.5% |
| Admin fee / account holder | $818 | $6,053-86.5% | $9,309-91.2% | $5,306-84.6% |