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 | $32,943 | $63,346-48.0% | $92,233-64.3% | $70,131-53.0% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 22.15% | 530.12%-508.0pp | 176.28%-154.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $3,094 | $2,471+25.2% | $3,679-15.9% | $2,342+32.1% |
| Participant deferral / active EE | $4,098 | $2,854+43.6% | $3,897+5.2% | $3,332+23.0% |
| Admin fee / account holder | $3,408 | $3,840-11.3% | $5,194-34.4% | $4,645-26.6% |