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 | $84,464 | $77,634+8.8% | $156,549-46.0% | $62,891+34.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.64% | 50.32%-38.7pp | 32.23%-20.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $5,321 | $3,444+54.5% | $5,501-3.3% | $2,281+133.3% |
| Participant deferral / active EE | $3,198 | $3,045+5.0% | $4,871-34.3% | $3,203-0.1% |
| Admin fee / account holder | $1,697 | $5,561-69.5% | $13,027-87.0% | $4,296-60.5% |