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 | $130,088 | $84,233+54.4% | $170,442-23.7% | $70,131+85.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.79% | 23.06%-5.3pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,495 | $3,387-26.3% | $5,433-54.1% | $2,342+6.5% |
| Participant deferral / active EE | $3,800 | $3,086+23.2% | $4,939-23.1% | $3,332+14.1% |
| Admin fee / account holder | $1,481 | $5,698-74.0% | $13,880-89.3% | $4,645-68.1% |