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 | $79,054 | $83,337-5.1% | $67,834+16.5% | $273,961-71.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.84% | 259.45%-254.6pp | 138.47%-133.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $7,496 | $3,287+128.0% | $2,403+211.9% | $4,869+54.0% |
| Participant deferral / active EE | $11,423 | $4,088+179.4% | $3,160+261.5% | $5,287+116.0% |
| Admin fee / account holder | $5,340 | $6,752-20.9% | $4,622+15.5% | $10,132-47.3% |