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 | $99,023 | $91,190+8.6% | $178,490-44.5% | $79,858+24.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.36% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,853 | $3,256-43.1% | $5,011-63.0% | $2,471-25.0% |
| Participant deferral / active EE | $5,632 | $3,236+74.0% | $5,202+8.3% | $3,740+50.6% |
| Admin fee / account holder | $5,728 | $6,751-15.2% | $13,984-59.0% | $5,306+7.9% |