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 | $93,476 | $91,190+2.5% | $178,490-47.6% | $79,858+17.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.63% | 24.19%-8.6pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,167 | $3,256+28.0% | $5,011-16.8% | $2,471+68.6% |
| Participant deferral / active EE | $5,065 | $3,236+56.5% | $5,202-2.6% | $3,740+35.4% |
| Admin fee / account holder | $2,289 | $6,751-66.1% | $13,984-83.6% | $5,306-56.9% |