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 | $95,275 | $95,971-0.7% | $74,550+27.8% | $135,375-29.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 13.60% | 56.96%-43.4pp | 32.53%-18.9pp | 519.73%-506.1pp |
| Employer contribution / active EE | $4,063 | $2,716+49.6% | $1,961+107.2% | $4,779-15.0% |
| Participant deferral / active EE | $1,109 | $3,843-71.2% | $3,108-64.3% | $5,609-80.2% |
| Admin fee / account holder | $2,316 | $6,522-64.5% | $5,060-54.2% | $10,827-78.6% |