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 | $122,116 | $232,540-47.5% | $185,117-34.0% | $147,584-17.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.84% | 43.03%-32.2pp | 40.50%-29.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $9,683 | $5,195+86.4% | $4,182+131.6% | $4,876+98.6% |
| Participant deferral / active EE | $3,205 | $5,834-45.1% | $5,045-36.5% | $5,439-41.1% |
| Admin fee / account holder | $4,961 | $10,275-51.7% | $8,159-39.2% | $10,885-54.4% |