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 | $104,617 | $106,890-2.1% | $84,015+24.5% | $152,861-31.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 20.35% | 104.99%-84.6pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,022 | $2,734-26.1% | $1,983+1.9% | $4,762-57.6% |
| Participant deferral / active EE | $6,060 | $4,011+51.1% | $3,239+87.1% | $5,850+3.6% |
| Admin fee / account holder | $3,447 | $8,285-58.4% | $6,101-43.5% | $11,596-70.3% |