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 | $102,680 | $91,911+11.7% | $68,793+49.3% | $135,375-24.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 10.38% | -8.22%+18.6pp | -4.63%+15.0pp | 519.73%-509.4pp |
| Employer contribution / active EE | $3,562 | $3,924-9.2% | $2,625+35.7% | $4,779-25.5% |
| Participant deferral / active EE | $1,211 | $4,315-71.9% | $3,311-63.4% | $5,609-78.4% |
| Admin fee / account holder | $899 | $9,240-90.3% | $5,131-82.5% | $10,827-91.7% |