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 | $92,242 | $83,908+9.9% | $68,509+34.6% | $125,391-26.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.94% | 14.48%-16.4pp | 8.27%-10.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $9,006 | $3,031+197.1% | $2,278+295.4% | $4,866+85.1% |
| Participant deferral / active EE | $4,256 | $4,125+3.2% | $3,382+25.8% | $5,352-20.5% |
| Admin fee / account holder | $2,907 | $8,982-67.6% | $5,275-44.9% | $9,540-69.5% |