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 4-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 | $81,435 | $99,918-18.5% | $81,382+0.1% | $145,922-44.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.11% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $8,941 | $2,978+200.3% | $2,463+263.0% | $4,660+91.9% |
| Participant deferral / active EE | $20,085 | $4,605+336.1% | $3,883+417.2% | $6,688+200.3% |
| Admin fee / account holder | $880 | $8,212-89.3% | $5,768-84.7% | $13,397-93.4% |