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 | $86,292 | $99,652-13.4% | $78,778+9.5% | $147,584-41.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.33% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,238 | $2,796+15.8% | $1,986+63.1% | $4,876-33.6% |
| Participant deferral / active EE | $8,207 | $3,664+124.0% | $2,958+177.4% | $5,439+50.9% |
| Admin fee / account holder | $4,670 | $7,155-34.7% | $5,134-9.0% | $10,885-57.1% |