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 | $139,406 | $91,190+52.9% | $178,490-21.9% | $79,858+74.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.72% | 24.19%-8.5pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,944 | $3,256-40.3% | $5,011-61.2% | $2,471-21.3% |
| Participant deferral / active EE | $3,699 | $3,236+14.3% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $2,251 | $6,751-66.7% | $13,984-83.9% | $5,306-57.6% |