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 | $97,377 | $98,240-0.9% | $82,313+18.3% | $147,584-34.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.71% | 30.85%-12.1pp | 25.88%-7.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,397 | $3,192+6.4% | $2,428+39.9% | $4,876-30.3% |
| Participant deferral / active EE | $9,294 | $4,383+112.0% | $3,706+150.8% | $5,439+70.9% |
| Admin fee / account holder | $1,541 | $8,563-82.0% | $5,608-72.5% | $10,885-85.8% |