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 | $100,981 | $104,664-3.5% | $85,682+17.9% | $167,490-39.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.55% | 21.45%-8.9pp | 21.49%-8.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $13,970 | $3,337+318.6% | $2,618+433.5% | $4,837+188.8% |
| Participant deferral / active EE | $21,475 | $4,824+345.1% | $3,923+447.5% | $6,341+238.6% |
| Admin fee / account holder | $8,245 | $10,032-17.8% | $6,873+20.0% | $12,309-33.0% |