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 3-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 | $84,618 | $99,877-15.3% | $84,966-0.4% | $145,922-42.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,132 | $3,231-65.0% | $2,727-58.5% | $4,660-75.7% |
| Participant deferral / active EE | $1,798 | $5,291-66.0% | $4,519-60.2% | $6,688-73.1% |
| Admin fee / account holder | $11,088 | $7,248+53.0% | $6,149+80.3% | $13,397-17.2% |