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 | $98,301 | $105,181-6.5% | $159,436-38.3% | $85,850+14.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.95% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $5,165 | $3,318+55.6% | $4,829+6.9% | $2,565+101.3% |
| Participant deferral / active EE | $6,309 | $5,945+6.1% | $7,352-14.2% | $3,952+59.6% |
| Admin fee / account holder | $3,322 | $6,933-52.1% | $10,799-69.2% | $6,260-46.9% |