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 | $83,370 | $106,890-22.0% | $84,015-0.8% | $152,861-45.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.07% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,122 | $2,734-22.4% | $1,983+7.0% | $4,762-55.4% |
| Participant deferral / active EE | $6,763 | $4,011+68.6% | $3,239+108.8% | $5,850+15.6% |
| Admin fee / account holder | $3,802 | $8,285-54.1% | $6,101-37.7% | $11,596-67.2% |