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 | $39,705 | $180,749-78.0% | $160,784-75.3% | $137,256-71.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 15.09% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,199 | $4,155-47.1% | $3,733-41.1% | $4,156-47.1% |
| Participant deferral / active EE | $5,694 | $6,844-16.8% | $6,293-9.5% | $6,407-11.1% |
| Admin fee / account holder | $4,265 | $10,397-59.0% | $9,717-56.1% | $12,270-65.2% |