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 | $71,054 | $64,324+10.5% | $118,925-40.3% | $79,858-11.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.26% | 86.45%-70.2pp | 35.88%-19.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,500 | $1,836+36.2% | $3,263-23.4% | $2,471+1.2% |
| Participant deferral / active EE | $4,183 | $2,824+48.1% | $4,265-1.9% | $3,740+11.8% |
| Admin fee / account holder | $3,939 | $4,040-2.5% | $6,581-40.1% | $5,306-25.8% |