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 10-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 | $29,055 | $105,859-72.6% | $90,160-67.8% | $147,584-80.3% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 15.26% | 37.63%-22.4pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,628 | $4,126-36.3% | $3,318-20.8% | $4,876-46.1% |
| Participant deferral / active EE | $5,885 | $5,733+2.7% | $5,288+11.3% | $5,439+8.2% |
| Admin fee / account holder | $2,110 | $8,046-73.8% | $5,943-64.5% | $10,885-80.6% |