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 | $89,586 | $96,484-7.1% | $75,886+18.1% | $152,861-41.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 12.84% | 33.98%-21.1pp | 30.76%-17.9pp | 345.32%-332.5pp |
| Employer contribution / active EE | $5,402 | $3,309+63.2% | $2,500+116.1% | $4,762+13.4% |
| Participant deferral / active EE | $5,285 | $4,553+16.1% | $3,603+46.7% | $5,850-9.7% |
| Admin fee / account holder | $2,710 | $8,078-66.5% | $5,418-50.0% | $11,596-76.6% |