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 | $105,977 | $115,770-8.5% | $101,248+4.7% | $158,922-33.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.57% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $4,121 | $4,175-1.3% | $3,660+12.6% | $4,761-13.4% |
| Participant deferral / active EE | $1,630 | $4,957-67.1% | $4,370-62.7% | $5,982-72.7% |
| Admin fee / account holder | $648 | $7,245-91.1% | $5,945-89.1% | $11,246-94.2% |