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 | $23,536 | $117,841-80.0% | $102,423-77.0% | $145,922-83.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 19.44% | 31.65%-12.2pp | 29.32%-9.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,060 | $3,615-15.4% | $3,023+1.2% | $4,660-34.3% |
| Participant deferral / active EE | $6,732 | $5,731+17.5% | $5,053+33.2% | $6,688+0.7% |
| Admin fee / account holder | $334 | $13,326-97.5% | $9,451-96.5% | $13,397-97.5% |