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 | $52,824 | $98,750-46.5% | $149,696-64.7% | $79,858-33.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 21.14% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $3,858 | $3,216+20.0% | $4,644-16.9% | $2,471+56.2% |
| Participant deferral / active EE | $8,353 | $5,680+47.1% | $6,842+22.1% | $3,740+123.3% |
| Admin fee / account holder | $2,341 | $6,053-61.3% | $9,309-74.9% | $5,306-55.9% |