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 | $107,214 | $84,696+26.6% | $75,696+41.6% | $167,490-36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 22.25% | 199.36%-177.1pp | 104.53%-82.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,815 | $3,230-12.8% | $2,743+2.6% | $4,837-41.8% |
| Participant deferral / active EE | $6,497 | $4,580+41.9% | $3,821+70.0% | $6,341+2.5% |
| Admin fee / account holder | $1,062 | $5,355-80.2% | $3,619-70.7% | $12,309-91.4% |