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 | $80,828 | $83,337-3.0% | $67,834+19.2% | $273,961-70.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.02% | 259.45%-252.4pp | 138.47%-131.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $11,752 | $3,287+257.5% | $2,403+389.0% | $4,869+141.4% |
| Participant deferral / active EE | $15,413 | $4,088+277.0% | $3,160+387.8% | $5,287+191.5% |
| Admin fee / account holder | $35,448 | $6,752+425.0% | $4,622+666.9% | $10,132+249.9% |