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 | $103,814 | $96,484+7.6% | $75,886+36.8% | $152,861-32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.07% | 33.98%-7.9pp | 30.76%-4.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,454 | $3,309-56.1% | $2,500-41.9% | $4,762-69.5% |
| Participant deferral / active EE | $4,117 | $4,553-9.6% | $3,603+14.3% | $5,850-29.6% |
| Admin fee / account holder | $2,010 | $8,078-75.1% | $5,418-62.9% | $11,596-82.7% |