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 | $81,328 | $78,705+3.3% | $117,854-31.0% | $70,131+16.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.99% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,797 | $2,223+115.8% | $3,786+26.7% | $2,342+104.8% |
| Participant deferral / active EE | $1,606 | $3,297-51.3% | $4,482-64.2% | $3,332-51.8% |
| Admin fee / account holder | $4,069 | $5,065-19.7% | $8,020-49.3% | $4,645-12.4% |