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 | $114,855 | $117,841-2.5% | $102,423+12.1% | $145,922-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.98% | 31.65%-22.7pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,893 | $3,615-20.0% | $3,023-4.3% | $4,660-37.9% |
| Participant deferral / active EE | $8,626 | $5,731+50.5% | $5,053+70.7% | $6,688+29.0% |
| Admin fee / account holder | $27,890 | $13,326+109.3% | $9,451+195.1% | $13,397+108.2% |