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 | $90,979 | $91,190-0.2% | $178,490-49.0% | $79,858+13.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.43% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,513 | $3,256+38.6% | $5,011-9.9% | $2,471+82.7% |
| Participant deferral / active EE | $4,061 | $3,236+25.5% | $5,202-21.9% | $3,740+8.6% |
| Admin fee / account holder | $2,935 | $6,751-56.5% | $13,984-79.0% | $5,306-44.7% |