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 | $98,680 | $98,750-0.1% | $149,696-34.1% | $79,858+23.6% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 17.21% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,434 | $3,216-55.4% | $4,644-69.1% | $2,471-42.0% |
| Participant deferral / active EE | $6,035 | $5,680+6.3% | $6,842-11.8% | $3,740+61.4% |
| Admin fee / account holder | $10,728 | $6,053+77.2% | $9,309+15.2% | $5,306+102.2% |