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 | $68,159 | $81,632-16.5% | $70,449-3.3% | $158,922-57.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.81% | 208.40%-188.6pp | 109.03%-89.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $12,253 | $3,217+280.9% | $2,737+347.8% | $4,761+157.4% |
| Participant deferral / active EE | $7,358 | $4,554+61.6% | $3,709+98.4% | $5,982+23.0% |
| Admin fee / account holder | $727 | $6,193-88.3% | $3,845-81.1% | $11,246-93.5% |