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 | $99,943 | $152,587-34.5% | $125,175-20.2% | $152,861-34.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.45% | 54.84%-24.4pp | 43.79%-13.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $10,794 | $4,946+118.2% | $3,865+179.2% | $4,762+126.7% |
| Participant deferral / active EE | $13,209 | $5,868+125.1% | $4,937+167.6% | $5,850+125.8% |
| Admin fee / account holder | $5,739 | $13,434-57.3% | $9,702-40.8% | $11,596-50.5% |