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 | $92,983 | $89,355+4.1% | $141,162-34.1% | $72,985+27.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.04% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,353 | $3,114-56.5% | $4,735-71.4% | $2,440-44.5% |
| Participant deferral / active EE | $7,641 | $5,418+41.0% | $6,709+13.9% | $3,607+111.8% |
| Admin fee / account holder | $6,737 | $5,958+13.1% | $10,261-34.3% | $5,124+31.5% |