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 | $92,191 | $107,934-14.6% | $91,989+0.2% | $152,861-39.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.68% | 89.24%-71.6pp | 69.02%-51.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,054 | $4,210-51.2% | $3,452-40.5% | $4,762-56.9% |
| Participant deferral / active EE | $10,133 | $6,364+59.2% | $5,923+71.1% | $5,850+73.2% |
| Admin fee / account holder | $1,104 | $10,520-89.5% | $7,743-85.7% | $11,596-90.5% |