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 | $128,358 | $110,261+16.4% | $95,745+34.1% | $139,434-7.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.86% | 27.11%-11.3pp | 28.35%-12.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $13,978 | $3,257+329.1% | $2,835+393.1% | $4,751+194.2% |
| Participant deferral / active EE | $9,891 | $4,676+111.5% | $4,245+133.0% | $6,710+47.4% |
| Admin fee / account holder | $2,664 | $6,613-59.7% | $5,678-53.1% | $11,403-76.6% |