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 | $89,730 | $100,754-10.9% | $86,677+3.5% | $134,475-33.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.15% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,722 | $3,489+6.7% | $2,836+31.2% | $4,740-21.5% |
| Participant deferral / active EE | $6,841 | $5,338+28.2% | $4,656+46.9% | $6,400+6.9% |
| Admin fee / account holder | $8,276 | $10,926-24.3% | $7,493+10.4% | $11,426-27.6% |