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 | $105,495 | $99,652+5.9% | $78,778+33.9% | $147,584-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.86% | 47.28%-31.4pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,206 | $2,796-56.9% | $1,986-39.3% | $4,876-75.3% |
| Participant deferral / active EE | $5,268 | $3,664+43.8% | $2,958+78.1% | $5,439-3.1% |
| Admin fee / account holder | $2,598 | $7,155-63.7% | $5,134-49.4% | $10,885-76.1% |