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 | $131,334 | $81,632+60.9% | $70,449+86.4% | $158,922-17.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.23% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,610 | $3,217-18.9% | $2,737-4.6% | $4,761-45.2% |
| Participant deferral / active EE | $8,211 | $4,554+80.3% | $3,709+121.4% | $5,982+37.3% |
| Admin fee / account holder | $4,955 | $6,193-20.0% | $3,845+28.9% | $11,246-55.9% |