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 | $100,040 | $99,652+0.4% | $78,778+27.0% | $147,584-32.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.79% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $24,761 | $2,796+785.7% | $1,986+1147.0% | $4,876+407.8% |
| Participant deferral / active EE | $12,000 | $3,664+227.6% | $2,958+305.6% | $5,439+120.6% |
| Admin fee / account holder | $860 | $7,155-88.0% | $5,134-83.3% | $10,885-92.1% |