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 | $56,503 | $56,114+0.7% | $96,139-41.2% | $85,850-34.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 12.19% | 42.30%-30.1pp | 191.94%-179.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,175 | $1,620+34.3% | $2,797-22.2% | $2,565-15.2% |
| Participant deferral / active EE | $4,697 | $2,859+64.3% | $4,349+8.0% | $3,952+18.9% |
| Admin fee / account holder | $781 | $3,768-79.3% | $5,537-85.9% | $6,260-87.5% |