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 | $83,233 | $85,202-2.3% | $172,739-51.8% | $72,985+14.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.71% | 27.32%-9.6pp | 802.84%-785.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $3,789 | $3,324+14.0% | $5,143-26.3% | $2,440+55.3% |
| Participant deferral / active EE | $3,955 | $3,260+21.3% | $5,198-23.9% | $3,607+9.6% |
| Admin fee / account holder | $6,599 | $5,884+12.2% | $13,954-52.7% | $5,124+28.8% |