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 | $118,143 | $118,427-0.2% | $66,042+78.9% | $142,382-17.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.52% | 35.57%-24.1pp | 52.11%-40.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $16,369 | $2,570+537.0% | $1,579+936.5% | $4,299+280.8% |
| Participant deferral / active EE | $10,533 | $4,311+144.3% | $2,835+271.5% | $6,507+61.9% |
| Admin fee / account holder | $2,688 | $9,593-72.0% | $5,747-53.2% | $12,624-78.7% |