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 | $97,732 | $100,041-2.3% | $149,718-34.7% | $70,131+39.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.1%-10.1pp | 69.5%+7.4pp |
| Annual return | 16.60% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $5,127 | $3,662+40.0% | $5,445-5.8% | $2,342+118.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,396 | $8,286-71.1% | $11,283-78.8% | $4,645-48.4% |