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 | $89,753 | $99,652-9.9% | $78,778+13.9% | $147,584-39.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 27.82% | 47.28%-19.5pp | 35.62%-7.8pp | 578.55%-550.7pp |
| Employer contribution / active EE | $2,480 | $2,796-11.3% | $1,986+24.9% | $4,876-49.1% |
| Participant deferral / active EE | $4,768 | $3,664+30.2% | $2,958+61.2% | $5,439-12.3% |
| Admin fee / account holder | $36,356 | $7,155+408.1% | $5,134+608.2% | $10,885+234.0% |