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 | $58,164 | $72,071-19.3% | $68,368-14.9% | $137,256-57.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.94% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,999 | $2,788+7.6% | $2,649+13.2% | $4,156-27.8% |
| Participant deferral / active EE | $7,387 | $4,410+67.5% | $4,123+79.2% | $6,407+15.3% |
| Admin fee / account holder | $1,640 | $5,336-69.3% | $5,150-68.2% | $12,270-86.6% |