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 | $34,982 | $152,587-77.1% | $125,175-72.1% | $152,861-77.1% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 23.04% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $10,564 | $4,946+113.6% | $3,865+173.3% | $4,762+121.8% |
| Participant deferral / active EE | $6,588 | $5,868+12.3% | $4,937+33.4% | $5,850+12.6% |
| Admin fee / account holder | $10,588 | $13,434-21.2% | $9,702+9.1% | $11,596-8.7% |