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 | $82,885 | $77,634+6.8% | $156,549-47.1% | $62,891+31.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.17% | 50.32%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $8,497 | $3,444+146.7% | $5,501+54.4% | $2,281+272.5% |
| Participant deferral / active EE | $4,409 | $3,045+44.8% | $4,871-9.5% | $3,203+37.6% |
| Admin fee / account holder | $2,107 | $5,561-62.1% | $13,027-83.8% | $4,296-51.0% |