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 4-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 | $23,140 | $109,982-79.0% | $97,226-76.2% | $145,922-84.1% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%0pp | 80.3%-7.5pp |
| Annual return | 16.72% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,991 | $3,084-35.4% | $2,729-27.0% | $4,660-57.3% |
| Participant deferral / active EE | $5,988 | $4,676+28.1% | $4,264+40.4% | $6,688-10.5% |
| Admin fee / account holder | $1,765 | $6,221-71.6% | $5,654-68.8% | $13,397-86.8% |