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 | $65,478 | $64,839+1.0% | $95,585-31.5% | $84,808-22.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.09% | -670.96%+687.1pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,633 | $1,759+49.7% | $2,527+4.2% | $2,631+0.1% |
| Participant deferral / active EE | $3,031 | $2,965+2.2% | $4,023-24.7% | $4,212-28.0% |
| Admin fee / account holder | $2,135 | $5,964-64.2% | $6,127-65.2% | $7,344-70.9% |