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 | $96,116 | $107,015-10.2% | $73,545+30.7% | $147,584-34.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.66% | 38.25%-22.6pp | -15.16%+30.8pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,077 | $1,760+18.0% | $1,219+70.4% | $4,876-57.4% |
| Participant deferral / active EE | $2,981 | $2,462+21.1% | $1,806+65.0% | $5,439-45.2% |
| Admin fee / account holder | $1,938 | $3,055-36.6% | $2,320-16.5% | $10,885-82.2% |