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 5-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 | $95,995 | $104,974-8.6% | $95,585+0.4% | $142,382-32.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.85% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,085 | $2,779-61.0% | $2,527-57.1% | $4,299-74.8% |
| Participant deferral / active EE | $16,925 | $4,352+288.9% | $4,023+320.7% | $6,507+160.1% |
| Admin fee / account holder | $411 | $6,386-93.6% | $6,127-93.3% | $12,624-96.7% |