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 | $88,266 | $100,041-11.8% | $149,718-41.0% | $70,131+25.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.70% | 27.43%-4.7pp | 1501.63%-1478.9pp | 73.14%-50.4pp |
| Employer contribution / active EE | $3,993 | $3,662+9.1% | $5,445-26.7% | $2,342+70.5% |
| Participant deferral / active EE | $3,333 | $4,983-33.1% | $6,569-49.3% | $3,332+0.1% |
| Admin fee / account holder | $4,720 | $8,286-43.0% | $11,283-58.2% | $4,645+1.6% |