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 | $104,035 | $84,233+23.5% | $170,442-39.0% | $70,131+48.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $10,739 | $3,387+217.1% | $5,433+97.7% | $2,342+358.4% |
| Participant deferral / active EE | $4,195 | $3,086+36.0% | $4,939-15.1% | $3,332+25.9% |
| Admin fee / account holder | $756 | $5,698-86.7% | $13,880-94.6% | $4,645-83.7% |