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 | $112,885 | $176,662-36.1% | $130,648-13.6% | $152,861-26.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 19.53% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,863 | $5,742-67.6% | $4,092-54.5% | $4,762-60.9% |
| Participant deferral / active EE | $5,690 | $4,361+30.5% | $3,603+57.9% | $5,850-2.7% |
| Admin fee / account holder | $9,528 | $7,133+33.6% | $5,464+74.4% | $11,596-17.8% |