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 | $82,993 | $85,202-2.6% | $172,739-52.0% | $72,985+13.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.94% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,238 | $3,324+57.6% | $5,143+1.8% | $2,440+114.7% |
| Participant deferral / active EE | $5,011 | $3,260+53.7% | $5,198-3.6% | $3,607+38.9% |
| Admin fee / account holder | $2,110 | $5,884-64.1% | $13,954-84.9% | $5,124-58.8% |