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 | $84,162 | $81,632+3.1% | $70,449+19.5% | $158,922-47.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.93% | 208.40%-194.5pp | 109.03%-95.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,343 | $3,217+97.2% | $2,737+131.8% | $4,761+33.2% |
| Participant deferral / active EE | $5,099 | $4,554+12.0% | $3,709+37.5% | $5,982-14.8% |
| Admin fee / account holder | $1,213 | $6,193-80.4% | $3,845-68.5% | $11,246-89.2% |