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 | $76,485 | $103,949-26.4% | $69,182+10.6% | $273,961-72.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 11.76% | 35.28%-23.5pp | -21.93%+33.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $10,991 | $1,783+516.4% | $1,206+811.1% | $4,869+125.7% |
| Participant deferral / active EE | $5,207 | $2,716+91.7% | $1,897+174.5% | $5,287-1.5% |
| Admin fee / account holder | $1,597 | $3,671-56.5% | $2,697-40.8% | $10,132-84.2% |