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 | $88,995 | $72,404+22.9% | $110,238-19.3% | $64,186+38.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.91% | -6.29%+20.2pp | 314.74%-300.8pp | 7.63%+6.3pp |
| Employer contribution / active EE | $2,084 | $2,282-8.7% | $3,826-45.5% | $2,381-12.5% |
| Participant deferral / active EE | $3,136 | $3,469-9.6% | $4,672-32.9% | $3,470-9.6% |
| Admin fee / account holder | $2,081 | $5,664-63.3% | $8,547-75.7% | $4,888-57.4% |