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 | $77,309 | $99,652-22.4% | $78,778-1.9% | $147,584-47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.00% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,128 | $2,796-23.9% | $1,986+7.1% | $4,876-56.4% |
| Participant deferral / active EE | $5,679 | $3,664+55.0% | $2,958+92.0% | $5,439+4.4% |
| Admin fee / account holder | $525 | $7,155-92.7% | $5,134-89.8% | $10,885-95.2% |