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 | $85,730 | $95,193-9.9% | $76,523+12.0% | $135,375-36.7% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | 61.98% | 4.85%+57.1pp | -0.27%+62.2pp | 519.73%-457.8pp |
| Employer contribution / active EE | $939 | $3,302-71.6% | $2,647-64.5% | $4,779-80.4% |
| Participant deferral / active EE | $2,196 | $4,639-52.7% | $3,835-42.7% | $5,609-60.8% |
| Admin fee / account holder | $15,221 | $6,249+143.6% | $4,848+214.0% | $10,827+40.6% |