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 | $93,161 | $105,181-11.4% | $159,436-41.6% | $85,850+8.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.89% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,711 | $3,318+42.0% | $4,829-2.5% | $2,565+83.7% |
| Participant deferral / active EE | $10,862 | $5,945+82.7% | $7,352+47.7% | $3,952+174.9% |
| Admin fee / account holder | $7,700 | $6,933+11.1% | $10,799-28.7% | $6,260+23.0% |