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 | $102,084 | $101,069+1.0% | $81,478+25.3% | $147,584-30.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.16% | 32.40%-17.2pp | 38.78%-23.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $13,374 | $3,205+317.3% | $2,568+420.9% | $4,876+174.3% |
| Participant deferral / active EE | $7,640 | $4,242+80.1% | $3,537+116.0% | $5,439+40.5% |
| Admin fee / account holder | $12,458 | $5,812+114.4% | $4,561+173.1% | $10,885+14.4% |