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 | $34,401 | $98,750-65.2% | $149,696-77.0% | $79,858-56.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 44.68% | 27.43%+17.3pp | 276.60%-231.9pp | 31.71%+13.0pp |
| Employer contribution / active EE | $2,336 | $3,216-27.4% | $4,644-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $5,555 | $5,680-2.2% | $6,842-18.8% | $3,740+48.5% |
| Admin fee / account holder | $409 | $6,053-93.2% | $9,309-95.6% | $5,306-92.3% |