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 | $85,286 | $85,202+0.1% | $172,739-50.6% | $72,985+16.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.44% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,094 | $3,324+53.2% | $5,143-1.0% | $2,440+108.8% |
| Participant deferral / active EE | $5,818 | $3,260+78.5% | $5,198+11.9% | $3,607+61.3% |
| Admin fee / account holder | $1,118 | $5,884-81.0% | $13,954-92.0% | $5,124-78.2% |