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 | $80,083 | $81,632-1.9% | $70,449+13.7% | $158,922-49.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.87% | 208.40%-191.5pp | 109.03%-92.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,186 | $3,217-32.1% | $2,737-20.1% | $4,761-54.1% |
| Participant deferral / active EE | $9,813 | $4,554+115.5% | $3,709+164.6% | $5,982+64.0% |
| Admin fee / account holder | $887 | $6,193-85.7% | $3,845-76.9% | $11,246-92.1% |