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 | $86,851 | $108,172-19.7% | $77,482+12.1% | $158,922-45.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 25.01% | 31.67%-6.7pp | 54.79%-29.8pp | 302.83%-277.8pp |
| Employer contribution / active EE | $10,713 | $1,325+708.6% | $986+986.0% | $4,761+125.0% |
| Participant deferral / active EE | $23,411 | $2,456+853.1% | $1,861+1157.9% | $5,982+291.3% |
| Admin fee / account holder | $3,390 | $3,708-8.6% | $2,858+18.6% | $11,246-69.9% |