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 | $81,254 | $232,540-65.1% | $185,117-56.1% | $147,584-44.9% |
| Participation rate | 77.3% | 82.4%-5.1pp | 77.3%0pp | 82.8%-5.6pp |
| Annual return | 19.87% | 43.03%-23.2pp | 40.50%-20.6pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,869 | $5,195-64.0% | $4,182-55.3% | $4,876-61.7% |
| Participant deferral / active EE | $6,625 | $5,834+13.6% | $5,045+31.3% | $5,439+21.8% |
| Admin fee / account holder | $1,873 | $10,275-81.8% | $8,159-77.0% | $10,885-82.8% |