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 | $58,862 | $72,071-18.3% | $68,368-13.9% | $137,256-57.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 13.72% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,338 | $2,788-16.1% | $2,649-11.7% | $4,156-43.8% |
| Participant deferral / active EE | $6,170 | $4,410+39.9% | $4,123+49.7% | $6,407-3.7% |
| Admin fee / account holder | $37,191 | $5,336+597.0% | $5,150+622.2% | $12,270+203.1% |