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 | $105,071 | $99,652+5.4% | $78,778+33.4% | $147,584-28.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.46% | 47.28%-34.8pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,524 | $2,796-45.5% | $1,986-23.2% | $4,876-68.7% |
| Participant deferral / active EE | $3,397 | $3,664-7.3% | $2,958+14.8% | $5,439-37.5% |
| Admin fee / account holder | $589 | $7,155-91.8% | $5,134-88.5% | $10,885-94.6% |