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 | $83,361 | $85,202-2.2% | $172,739-51.7% | $72,985+14.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.18% | 27.32%-6.1pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,194 | $3,324+26.2% | $5,143-18.4% | $2,440+71.9% |
| Participant deferral / active EE | $2,734 | $3,260-16.2% | $5,198-47.4% | $3,607-24.2% |
| Admin fee / account holder | $629 | $5,884-89.3% | $13,954-95.5% | $5,124-87.7% |