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 | $91,296 | $73,933+23.5% | $96,683-5.6% | $75,163+21.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.88% | 26.70%-2.8pp | 35.69%-11.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $13,566 | $2,928+363.4% | $3,737+263.1% | $2,670+408.1% |
| Participant deferral / active EE | $5,382 | $3,659+47.1% | $4,878+10.3% | $4,125+30.5% |
| Admin fee / account holder | $1,061 | $5,216-79.7% | $6,730-84.2% | $5,651-81.2% |