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 | $87,390 | $98,750-11.5% | $149,696-41.6% | $79,858+9.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,000 | $3,216-6.7% | $4,644-35.4% | $2,471+21.4% |
| Participant deferral / active EE | $4,625 | $5,680-18.6% | $6,842-32.4% | $3,740+23.7% |
| Admin fee / account holder | $2,721 | $6,053-55.0% | $9,309-70.8% | $5,306-48.7% |