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 | $34,884 | $99,079-64.8% | $77,999-55.3% | $273,961-87.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.5%+9.1pp | 83.0%+1.6pp |
| Annual return | 7.66% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,339 | $3,308-29.3% | $2,470-5.3% | $4,869-52.0% |
| Participant deferral / active EE | $4,270 | $4,306-0.8% | $3,497+22.1% | $5,287-19.2% |
| Admin fee / account holder | $395 | $8,954-95.6% | $5,480-92.8% | $10,132-96.1% |