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 | $103,749 | $91,190+13.8% | $178,490-41.9% | $79,858+29.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.31% | 24.19%-0.9pp | 151.07%-127.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $7,089 | $3,256+117.7% | $5,011+41.5% | $2,471+186.9% |
| Participant deferral / active EE | $6,445 | $3,236+99.1% | $5,202+23.9% | $3,740+72.3% |
| Admin fee / account holder | $1,137 | $6,751-83.2% | $13,984-91.9% | $5,306-78.6% |