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 | $108,167 | $91,190+18.6% | $178,490-39.4% | $79,858+35.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.83% | 24.19%-11.4pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,344 | $3,256+33.4% | $5,011-13.3% | $2,471+75.8% |
| Participant deferral / active EE | $7,116 | $3,236+119.9% | $5,202+36.8% | $3,740+90.3% |
| Admin fee / account holder | $2,747 | $6,751-59.3% | $13,984-80.4% | $5,306-48.2% |