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 5-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 | $38,931 | $88,710-56.1% | $81,783-52.4% | $145,959-73.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.83% | 1027.26%-1010.4pp | 775.05%-758.2pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,591 | $3,083-48.4% | $2,913-45.4% | $4,661-65.9% |
| Participant deferral / active EE | $6,446 | $4,645+38.8% | $4,320+49.2% | $6,689-3.6% |
| Admin fee / account holder | $1,120 | $8,407-86.7% | $7,380-84.8% | $13,398-91.6% |