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 | $109,660 | $99,652+10.0% | $78,778+39.2% | $147,584-25.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.99% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,002 | $2,796-28.4% | $1,986+0.8% | $4,876-58.9% |
| Participant deferral / active EE | $4,755 | $3,664+29.8% | $2,958+60.7% | $5,439-12.6% |
| Admin fee / account holder | $2,274 | $7,155-68.2% | $5,134-55.7% | $10,885-79.1% |