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 | $88,960 | $232,540-61.7% | $185,117-51.9% | $147,584-39.7% |
| Participation rate | 77.3% | 82.4%-5.1pp | 77.3%0pp | 82.8%-5.6pp |
| Annual return | 21.99% | 43.03%-21.0pp | 40.50%-18.5pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,746 | $5,195+10.6% | $4,182+37.4% | $4,876+17.8% |
| Participant deferral / active EE | $3,727 | $5,834-36.1% | $5,045-26.1% | $5,439-31.5% |
| Admin fee / account holder | $1,530 | $10,275-85.1% | $8,159-81.2% | $10,885-85.9% |