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 | $85,205 | $84,233+1.2% | $170,442-50.0% | $70,131+21.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.04% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $8,149 | $3,387+140.6% | $5,433+50.0% | $2,342+247.9% |
| Participant deferral / active EE | $4,223 | $3,086+36.8% | $4,939-14.5% | $3,332+26.7% |
| Admin fee / account holder | $10,456 | $5,698+83.5% | $13,880-24.7% | $4,645+125.1% |