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 | $109,712 | $99,652+10.1% | $78,778+39.3% | $147,584-25.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.12% | 47.28%-30.2pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $916 | $2,796-67.2% | $1,986-53.9% | $4,876-81.2% |
| Participant deferral / active EE | $3,187 | $3,664-13.0% | $2,958+7.7% | $5,439-41.4% |
| Admin fee / account holder | $8,315 | $7,155+16.2% | $5,134+62.0% | $10,885-23.6% |