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 | $96,692 | $112,881-14.3% | $90,951+6.3% | $158,922-39.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.98% | 215.79%-193.8pp | 134.60%-112.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $4,385 | $2,893+51.6% | $2,122+106.6% | $4,761-7.9% |
| Participant deferral / active EE | $4,833 | $4,128+17.1% | $3,373+43.3% | $5,982-19.2% |
| Admin fee / account holder | $816 | $8,041-89.9% | $5,959-86.3% | $11,246-92.7% |