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 | $46,880 | $117,841-60.2% | $102,423-54.2% | $145,922-67.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 8.77% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,269 | $3,615-37.2% | $3,023-24.9% | $4,660-51.3% |
| Participant deferral / active EE | $4,645 | $5,731-19.0% | $5,053-8.1% | $6,688-30.5% |
| Admin fee / account holder | $5,731 | $13,326-57.0% | $9,451-39.4% | $13,397-57.2% |