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 | $53,578 | $48,046+11.5% | $84,611-36.7% | $72,985-26.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 33.82% | 37.38%-3.6pp | 258.74%-224.9pp | 81.00%-47.2pp |
| Employer contribution / active EE | $1,921 | $1,602+19.9% | $2,652-27.6% | $2,440-21.3% |
| Participant deferral / active EE | $3,113 | $2,680+16.1% | $3,899-20.2% | $3,607-13.7% |
| Admin fee / account holder | $814 | $3,395-76.0% | $4,912-83.4% | $5,124-84.1% |