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 | $114,628 | $81,632+40.4% | $70,449+62.7% | $158,922-27.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.78% | 208.40%-196.6pp | 109.03%-97.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,938 | $3,217-8.7% | $2,737+7.4% | $4,761-38.3% |
| Participant deferral / active EE | $6,119 | $4,554+34.4% | $3,709+65.0% | $5,982+2.3% |
| Admin fee / account holder | $1,469 | $6,193-76.3% | $3,845-61.8% | $11,246-86.9% |