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 | $110,335 | $96,484+14.4% | $75,886+45.4% | $152,861-27.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.78% | 33.98%-15.2pp | 30.76%-12.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,553 | $3,309+158.4% | $2,500+242.0% | $4,762+79.6% |
| Participant deferral / active EE | $6,167 | $4,553+35.4% | $3,603+71.2% | $5,850+5.4% |
| Admin fee / account holder | $671 | $8,078-91.7% | $5,418-87.6% | $11,596-94.2% |