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 | $22,482 | $111,535-79.8% | $105,223-78.6% | $137,256-83.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.75% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,334 | $3,939-40.8% | $3,689-36.7% | $4,156-43.8% |
| Participant deferral / active EE | $4,095 | $5,500-25.5% | $5,072-19.3% | $6,407-36.1% |
| Admin fee / account holder | $803 | $9,721-91.7% | $8,859-90.9% | $12,270-93.5% |