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 | $108,984 | $106,515+2.3% | $96,683+12.7% | $139,434-21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.52% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $12,906 | $4,103+214.6% | $3,737+245.4% | $4,751+171.6% |
| Participant deferral / active EE | $5,248 | $5,454-3.8% | $4,878+7.6% | $6,710-21.8% |
| Admin fee / account holder | $774 | $7,877-90.2% | $6,730-88.5% | $11,403-93.2% |