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 | $93,783 | $105,181-10.8% | $159,436-41.2% | $85,850+9.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.22% | 45.07%-30.9pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,293 | $3,318-0.8% | $4,829-31.8% | $2,565+28.4% |
| Participant deferral / active EE | $8,615 | $5,945+44.9% | $7,352+17.2% | $3,952+118.0% |
| Admin fee / account holder | $7,180 | $6,933+3.6% | $10,799-33.5% | $6,260+14.7% |