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 | $98,949 | $107,015-7.5% | $73,545+34.5% | $147,584-33.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.15% | 38.25%-24.1pp | -15.16%+29.3pp | 578.55%-564.4pp |
| Employer contribution / active EE | $5,781 | $1,760+228.5% | $1,219+374.3% | $4,876+18.6% |
| Participant deferral / active EE | $2,551 | $2,462+3.6% | $1,806+41.2% | $5,439-53.1% |
| Admin fee / account holder | $7,158 | $3,055+134.3% | $2,320+208.6% | $10,885-34.2% |