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 | $58,609 | $118,680-50.6% | $98,907-40.7% | $158,922-63.1% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 14.64% | 372.35%-357.7pp | 196.43%-181.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,130 | $3,333-66.1% | $2,689-58.0% | $4,761-76.3% |
| Participant deferral / active EE | $2,208 | $5,088-56.6% | $4,244-48.0% | $5,982-63.1% |
| Admin fee / account holder | $660 | $10,131-93.5% | $6,642-90.1% | $11,246-94.1% |