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 | $82,735 | $91,190-9.3% | $178,490-53.6% | $79,858+3.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.28% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,473 | $3,256+37.4% | $5,011-10.7% | $2,471+81.0% |
| Participant deferral / active EE | $3,368 | $3,236+4.1% | $5,202-35.3% | $3,740-9.9% |
| Admin fee / account holder | $872 | $6,751-87.1% | $13,984-93.8% | $5,306-83.6% |