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 | $137,786 | $107,015+28.8% | $73,545+87.4% | $147,584-6.6% |
| Participation rate | 90.9% | 66.4%+24.5pp | 54.9%+36.0pp | 82.8%+8.1pp |
| Annual return | 14.68% | 38.25%-23.6pp | -15.16%+29.8pp | 578.55%-563.9pp |
| Employer contribution / active EE | $9,640 | $1,760+447.7% | $1,219+690.8% | $4,876+97.7% |
| Participant deferral / active EE | $5,109 | $2,462+107.6% | $1,806+182.9% | $5,439-6.1% |
| Admin fee / account holder | $566 | $3,055-81.5% | $2,320-75.6% | $10,885-94.8% |