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 | $87,422 | $111,724-21.8% | $93,606-6.6% | $145,922-40.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.29% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,370 | $3,090-23.3% | $2,420-2.1% | $4,660-49.1% |
| Participant deferral / active EE | $4,684 | $4,912-4.6% | $4,411+6.2% | $6,688-30.0% |
| Admin fee / account holder | $12,318 | $10,250+20.2% | $8,285+48.7% | $13,397-8.1% |