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 5-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 | $36,885 | $104,974-64.9% | $95,585-61.4% | $142,382-74.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.56% | 210.33%-197.8pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,066 | $2,779-61.6% | $2,527-57.8% | $4,299-75.2% |
| Participant deferral / active EE | $2,325 | $4,352-46.6% | $4,023-42.2% | $6,507-64.3% |
| Admin fee / account holder | $880 | $6,386-86.2% | $6,127-85.6% | $12,624-93.0% |