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 | $87,053 | $91,037-4.4% | $71,671+21.5% | $147,584-41.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.46% | 20.48%-10.0pp | 20.65%-10.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $3,666 | $3,327+10.2% | $2,460+49.0% | $4,876-24.8% |
| Participant deferral / active EE | $2,474 | $4,498-45.0% | $3,438-28.0% | $5,439-54.5% |
| Admin fee / account holder | $440 | $8,613-94.9% | $5,558-92.1% | $10,885-96.0% |