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 | $78,926 | $89,355-11.7% | $141,162-44.1% | $72,985+8.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.03% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,380 | $3,114-23.6% | $4,735-49.7% | $2,440-2.4% |
| Participant deferral / active EE | $10,857 | $5,418+100.4% | $6,709+61.8% | $3,607+201.0% |
| Admin fee / account holder | $3,139 | $5,958-47.3% | $10,261-69.4% | $5,124-38.7% |