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 | $133,731 | $91,190+46.7% | $178,490-25.1% | $79,858+67.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.56% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $6,505 | $3,256+99.8% | $5,011+29.8% | $2,471+163.3% |
| Participant deferral / active EE | $4,282 | $3,236+32.3% | $5,202-17.7% | $3,740+14.5% |
| Admin fee / account holder | $2,807 | $6,751-58.4% | $13,984-79.9% | $5,306-47.1% |