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 | $33,509 | $54,762-38.8% | $90,281-62.9% | $72,985-54.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 140.76% | 30.63%+110.1pp | 78.10%+62.7pp | 81.00%+59.8pp |
| Employer contribution / active EE | $2,064 | $2,092-1.4% | $2,854-27.7% | $2,440-15.4% |
| Participant deferral / active EE | $1,268 | $2,887-56.1% | $3,885-67.4% | $3,607-64.9% |
| Admin fee / account holder | $1,014 | $3,972-74.5% | $5,351-81.0% | $5,124-80.2% |