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 | $90,255 | $99,652-9.4% | $78,778+14.6% | $147,584-38.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 20.11% | 47.28%-27.2pp | 35.62%-15.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,430 | $2,796-48.8% | $1,986-28.0% | $4,876-70.7% |
| Participant deferral / active EE | $3,063 | $3,664-16.4% | $2,958+3.5% | $5,439-43.7% |
| Admin fee / account holder | $352 | $7,155-95.1% | $5,134-93.1% | $10,885-96.8% |