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 | $100,529 | $102,616-2.0% | $81,983+22.6% | $158,922-36.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.12% | 61.04%-43.9pp | 41.31%-24.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,607 | $3,240+11.3% | $2,498+44.4% | $4,761-24.2% |
| Participant deferral / active EE | $7,194 | $4,648+54.8% | $3,722+93.3% | $5,982+20.3% |
| Admin fee / account holder | $2,856 | $8,235-65.3% | $5,664-49.6% | $11,246-74.6% |