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 | $79,218 | $107,334-26.2% | $92,893-14.7% | $152,861-48.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.21% | 145.58%-129.4pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,986 | $4,221-52.9% | $3,653-45.6% | $4,762-58.3% |
| Participant deferral / active EE | $4,544 | $4,845-6.2% | $4,236+7.3% | $5,850-22.3% |
| Admin fee / account holder | $1,082 | $7,079-84.7% | $5,794-81.3% | $11,596-90.7% |