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 | $98,380 | $111,535-11.8% | $105,223-6.5% | $137,256-28.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,295 | $3,939-41.8% | $3,689-37.8% | $4,156-44.8% |
| Participant deferral / active EE | $1,651 | $5,500-70.0% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $8,069 | $9,721-17.0% | $8,859-8.9% | $12,270-34.2% |