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 | $83,296 | $98,750-15.6% | $149,696-44.4% | $79,858+4.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.32% | 27.43%-2.1pp | 276.60%-251.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $7,289 | $3,216+126.6% | $4,644+56.9% | $2,471+195.0% |
| Participant deferral / active EE | $14,767 | $5,680+160.0% | $6,842+115.8% | $3,740+294.8% |
| Admin fee / account holder | $2,019 | $6,053-66.6% | $9,309-78.3% | $5,306-62.0% |