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 | $103,512 | $84,233+22.9% | $170,442-39.3% | $70,131+47.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.12% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $5,788 | $3,387+70.9% | $5,433+6.5% | $2,342+147.1% |
| Participant deferral / active EE | $4,616 | $3,086+49.6% | $4,939-6.6% | $3,332+38.5% |
| Admin fee / account holder | $1,090 | $5,698-80.9% | $13,880-92.1% | $4,645-76.5% |