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 | $107,178 | $105,859+1.2% | $90,160+18.9% | $147,584-27.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.05% | 37.63%-15.6pp | 34.88%-12.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,288 | $4,126-44.5% | $3,318-31.0% | $4,876-53.1% |
| Participant deferral / active EE | $4,971 | $5,733-13.3% | $5,288-6.0% | $5,439-8.6% |
| Admin fee / account holder | $450 | $8,046-94.4% | $5,943-92.4% | $10,885-95.9% |