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 3-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 | $20,934 | $111,535-81.2% | $105,223-80.1% | $137,256-84.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 45.56% | 237.85%-192.3pp | 180.65%-135.1pp | 220.34%-174.8pp |
| Employer contribution / active EE | $2,195 | $3,939-44.3% | $3,689-40.5% | $4,156-47.2% |
| Participant deferral / active EE | $3,401 | $5,500-38.2% | $5,072-32.9% | $6,407-46.9% |
| Admin fee / account holder | $6,205 | $9,721-36.2% | $8,859-30.0% | $12,270-49.4% |