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 | $74,738 | $83,337-10.3% | $67,834+10.2% | $273,961-72.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.39% | 259.45%-253.1pp | 138.47%-132.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,301 | $3,287-60.4% | $2,403-45.9% | $4,869-73.3% |
| Participant deferral / active EE | $3,420 | $4,088-16.3% | $3,160+8.2% | $5,287-35.3% |
| Admin fee / account holder | $4,913 | $6,752-27.2% | $4,622+6.3% | $10,132-51.5% |