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 | $90,335 | $152,587-40.8% | $125,175-27.8% | $152,861-40.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.36% | 54.84%-33.5pp | 43.79%-22.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $11,990 | $4,946+142.4% | $3,865+210.2% | $4,762+151.8% |
| Participant deferral / active EE | $15,137 | $5,868+158.0% | $4,937+206.6% | $5,850+158.7% |
| Admin fee / account holder | $2,096 | $13,434-84.4% | $9,702-78.4% | $11,596-81.9% |