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 | $103,101 | $99,877+3.2% | $84,966+21.3% | $145,922-29.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 83.76%-72.4pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,485 | $3,231-54.0% | $2,727-45.5% | $4,660-68.1% |
| Participant deferral / active EE | $1,655 | $5,291-68.7% | $4,519-63.4% | $6,688-75.3% |
| Admin fee / account holder | $8,783 | $7,248+21.2% | $6,149+42.8% | $13,397-34.4% |