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 | $104,024 | $102,966+1.0% | $90,281+15.2% | $152,861-31.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.97% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,974 | $3,139+90.3% | $2,854+109.3% | $4,762+25.4% |
| Participant deferral / active EE | $4,514 | $4,281+5.4% | $3,885+16.2% | $5,850-22.8% |
| Admin fee / account holder | $750 | $6,171-87.8% | $5,351-86.0% | $11,596-93.5% |