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 | $84,406 | $63,346+33.2% | $92,233-8.5% | $70,131+20.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.38% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,067 | $2,471-16.3% | $3,679-43.8% | $2,342-11.8% |
| Participant deferral / active EE | $2,115 | $2,854-25.9% | $3,897-45.7% | $3,332-36.5% |
| Admin fee / account holder | $7,315 | $3,840+90.5% | $5,194+40.8% | $4,645+57.5% |