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 | $108,932 | $95,416+14.2% | $185,823-41.4% | $85,850+26.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,430 | $3,314+63.9% | $5,167+5.1% | $2,565+111.7% |
| Participant deferral / active EE | $4,111 | $3,423+20.1% | $5,568-26.2% | $3,952+4.0% |
| Admin fee / account holder | $13,662 | $7,213+89.4% | $16,237-15.9% | $6,260+118.3% |