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 | $99,000 | $69,207+43.0% | $64,056+54.6% | $139,434-29.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.31% | 45.88%-27.6pp | 33.69%-15.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,776 | $3,182-12.8% | $2,747+1.1% | $4,751-41.6% |
| Participant deferral / active EE | $9,924 | $4,682+112.0% | $3,880+155.8% | $6,710+47.9% |
| Admin fee / account holder | $3,550 | $4,244-16.4% | $3,068+15.7% | $11,403-68.9% |