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 | $75,650 | $105,859-28.5% | $90,160-16.1% | $147,584-48.7% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 18.46% | 37.63%-19.2pp | 34.88%-16.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,802 | $4,126-56.3% | $3,318-45.7% | $4,876-63.1% |
| Participant deferral / active EE | $4,755 | $5,733-17.1% | $5,288-10.1% | $5,439-12.6% |
| Admin fee / account holder | $339 | $8,046-95.8% | $5,943-94.3% | $10,885-96.9% |