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 4-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 | $47,457 | $104,974-54.8% | $95,585-50.4% | $142,382-66.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 25.31% | 210.33%-185.0pp | 38.56%-13.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,978 | $2,779+79.1% | $2,527+97.0% | $4,299+15.8% |
| Participant deferral / active EE | $10,980 | $4,352+152.3% | $4,023+173.0% | $6,507+68.7% |
| Admin fee / account holder | $2,579 | $6,386-59.6% | $6,127-57.9% | $12,624-79.6% |