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 | $79,830 | $49,922+59.9% | $80,569-0.9% | $75,163+6.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.09% | 34.69%-18.6pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,962 | $1,698+15.5% | $2,723-28.0% | $2,670-26.5% |
| Participant deferral / active EE | $6,341 | $2,990+112.0% | $4,447+42.6% | $4,125+53.7% |
| Admin fee / account holder | $934 | $3,577-73.9% | $5,377-82.6% | $5,651-83.5% |