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 | $109,252 | $99,652+9.6% | $78,778+38.7% | $147,584-26.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.50% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,807 | $2,796-35.4% | $1,986-9.0% | $4,876-62.9% |
| Participant deferral / active EE | $4,432 | $3,664+21.0% | $2,958+49.8% | $5,439-18.5% |
| Admin fee / account holder | $17,724 | $7,155+147.7% | $5,134+245.2% | $10,885+62.8% |