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 | $60,085 | $53,516+12.3% | $126,539-52.5% | $84,808-29.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.53% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,634 | $1,535+136.8% | $3,674-1.1% | $2,631+38.1% |
| Participant deferral / active EE | $4,053 | $2,671+51.8% | $4,083-0.7% | $4,212-3.8% |
| Admin fee / account holder | $585 | $4,497-87.0% | $6,065-90.4% | $7,344-92.0% |