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 | $102,497 | $99,652+2.9% | $78,778+30.1% | $147,584-30.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.23% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,351 | $2,796-51.7% | $1,986-31.9% | $4,876-72.3% |
| Participant deferral / active EE | $7,317 | $3,664+99.7% | $2,958+147.3% | $5,439+34.5% |
| Admin fee / account holder | $6,579 | $7,155-8.1% | $5,134+28.1% | $10,885-39.6% |