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 | $17,646 | $74,888-76.4% | $71,209-75.2% | $142,382-87.6% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.1%-3.9pp |
| Annual return | 20.20% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,330 | $2,854-53.4% | $2,721-51.1% | $4,299-69.1% |
| Participant deferral / active EE | $3,910 | $4,454-12.2% | $4,175-6.3% | $6,507-39.9% |
| Admin fee / account holder | $818 | $5,568-85.3% | $5,349-84.7% | $12,624-93.5% |