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 | $90,214 | $72,404+24.6% | $110,238-18.2% | $64,186+40.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.11% | -6.29%+14.4pp | 314.74%-306.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $8,824 | $2,282+286.7% | $3,826+130.6% | $2,381+270.6% |
| Participant deferral / active EE | $4,211 | $3,469+21.4% | $4,672-9.9% | $3,470+21.4% |
| Admin fee / account holder | $928 | $5,664-83.6% | $8,547-89.1% | $4,888-81.0% |