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 | $125,826 | $78,694+59.9% | $67,652+86.0% | $125,391+0.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 5.68% | 9.46%-3.8pp | 6625.04%-6619.4pp | 282.22%-276.5pp |
| Employer contribution / active EE | $1,472 | $3,044-51.7% | $2,266-35.0% | $4,866-69.8% |
| Participant deferral / active EE | $4,427 | $4,292+3.1% | $3,560+24.4% | $5,352-17.3% |
| Admin fee / account holder | $1,478 | $7,403-80.0% | $4,821-69.3% | $9,540-84.5% |