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 | $85,157 | $111,535-23.7% | $105,223-19.1% | $137,256-38.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.06% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,283 | $3,939-42.0% | $3,689-38.1% | $4,156-45.1% |
| Participant deferral / active EE | $9,222 | $5,500+67.7% | $5,072+81.8% | $6,407+43.9% |
| Admin fee / account holder | $337 | $9,721-96.5% | $8,859-96.2% | $12,270-97.3% |