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 | $118,073 | $99,652+18.5% | $78,778+49.9% | $147,584-20.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.81% | 47.28%-29.5pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $847 | $2,796-69.7% | $1,986-57.3% | $4,876-82.6% |
| Participant deferral / active EE | $3,929 | $3,664+7.2% | $2,958+32.8% | $5,439-27.8% |
| Admin fee / account holder | $19,444 | $7,155+171.7% | $5,134+278.7% | $10,885+78.6% |