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 | $93,487 | $102,616-8.9% | $81,983+14.0% | $158,922-41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.22% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,334 | $3,240-28.0% | $2,498-6.6% | $4,761-51.0% |
| Participant deferral / active EE | $7,344 | $4,648+58.0% | $3,722+97.3% | $5,982+22.8% |
| Admin fee / account holder | $1,175 | $8,235-85.7% | $5,664-79.3% | $11,246-89.6% |