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 | $116,751 | $118,849-1.8% | $96,562+20.9% | $167,490-30.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.59% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,711 | $3,120-45.2% | $2,356-27.4% | $4,837-64.6% |
| Participant deferral / active EE | $3,171 | $4,616-31.3% | $3,849-17.6% | $6,341-50.0% |
| Admin fee / account holder | $2,096 | $8,065-74.0% | $6,181-66.1% | $12,309-83.0% |