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 3-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 | $83,818 | $104,974-20.2% | $95,585-12.3% | $142,382-41.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.47% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,783 | $2,779+468.0% | $2,527+524.7% | $4,299+267.1% |
| Participant deferral / active EE | $10,003 | $4,352+129.9% | $4,023+148.7% | $6,507+53.7% |
| Admin fee / account holder | $751 | $6,386-88.2% | $6,127-87.7% | $12,624-94.1% |