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 6-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 | $94,139 | $60,349+56.0% | $74,183+26.9% | $62,891+49.7% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 13052.32% | 21.37%+13030.9pp | 17.74%+13034.6pp | 20.14%+13032.2pp |
| Employer contribution / active EE | $2,755 | $1,680+64.0% | $2,370+16.2% | $2,281+20.8% |
| Participant deferral / active EE | $2,861 | $2,856+0.2% | $3,550-19.4% | $3,203-10.7% |
| Admin fee / account holder | $523 | $4,261-87.7% | $5,586-90.6% | $4,296-87.8% |