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 | $54,648 | $176,377-69.0% | $134,143-59.3% | $158,922-65.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.10% | 63.63%-50.5pp | 36.33%-23.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $8,801 | $5,040+74.6% | $3,704+137.6% | $4,761+84.8% |
| Participant deferral / active EE | $5,398 | $4,091+31.9% | $3,499+54.3% | $5,982-9.8% |
| Admin fee / account holder | $567 | $8,718-93.5% | $6,684-91.5% | $11,246-95.0% |