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 | $94,154 | $105,859-11.1% | $90,160+4.4% | $147,584-36.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.44% | 37.63%-21.2pp | 34.88%-18.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,242 | $4,126-21.4% | $3,318-2.3% | $4,876-33.5% |
| Participant deferral / active EE | $7,220 | $5,733+25.9% | $5,288+36.5% | $5,439+32.7% |
| Admin fee / account holder | $2,377 | $8,046-70.5% | $5,943-60.0% | $10,885-78.2% |