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 | $68,376 | $65,365+4.6% | $92,893-26.4% | $72,985-6.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.44% | 42.10%-25.7pp | 109.41%-93.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $4,672 | $2,594+80.1% | $3,653+27.9% | $2,440+91.5% |
| Participant deferral / active EE | $3,653 | $3,128+16.8% | $4,236-13.8% | $3,607+1.3% |
| Admin fee / account holder | $2,246 | $4,251-47.2% | $5,794-61.2% | $5,124-56.2% |