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 | $103,774 | $107,015-3.0% | $73,545+41.1% | $147,584-29.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.02% | 38.25%-22.2pp | -15.16%+31.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,427 | $1,760+208.3% | $1,219+345.2% | $4,876+11.3% |
| Participant deferral / active EE | $4,353 | $2,462+76.8% | $1,806+141.0% | $5,439-20.0% |
| Admin fee / account holder | $1,299 | $3,055-57.5% | $2,320-44.0% | $10,885-88.1% |