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 | $81,632 | $81,6320% | $70,449+15.9% | $158,922-48.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.71% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,576 | $3,217+42.2% | $2,737+67.2% | $4,761-3.9% |
| Participant deferral / active EE | $9,262 | $4,554+103.4% | $3,709+149.8% | $5,982+54.8% |
| Admin fee / account holder | $823 | $6,193-86.7% | $3,845-78.6% | $11,246-92.7% |