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 | $138,456 | $149,734-7.5% | $118,925+16.4% | $158,922-12.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.42% | 19.95%-4.5pp | 35.88%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,713 | $4,115+87.4% | $3,263+136.4% | $4,761+62.0% |
| Participant deferral / active EE | $4,433 | $5,223-15.1% | $4,265+3.9% | $5,982-25.9% |
| Admin fee / account holder | $560 | $8,603-93.5% | $6,581-91.5% | $11,246-95.0% |