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 7-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 | $40,386 | $72,071-44.0% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.48% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,430 | $2,788-12.8% | $2,649-8.3% | $4,156-41.5% |
| Participant deferral / active EE | $5,824 | $4,410+32.1% | $4,123+41.3% | $6,407-9.1% |
| Admin fee / account holder | $745 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |