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 | $120,448 | $77,634+55.1% | $156,549-23.1% | $62,891+91.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.36% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,589 | $3,444-53.8% | $5,501-71.1% | $2,281-30.3% |
| Participant deferral / active EE | $4,051 | $3,045+33.0% | $4,871-16.8% | $3,203+26.5% |
| Admin fee / account holder | $1,113 | $5,561-80.0% | $13,027-91.5% | $4,296-74.1% |