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 | $83,784 | $84,696-1.1% | $75,696+10.7% | $167,490-50.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.65% | 199.36%-186.7pp | 104.53%-91.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,435 | $3,230-55.6% | $2,743-47.7% | $4,837-70.3% |
| Participant deferral / active EE | $2,726 | $4,580-40.5% | $3,821-28.7% | $6,341-57.0% |
| Admin fee / account holder | $643 | $5,355-88.0% | $3,619-82.2% | $12,309-94.8% |