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 | $109,735 | $85,766+27.9% | $136,294-19.5% | $70,131+56.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,495 | $2,966-15.9% | $4,695-46.9% | $2,342+6.5% |
| Participant deferral / active EE | $7,018 | $5,051+38.9% | $6,247+12.3% | $3,332+110.6% |
| Admin fee / account holder | $1,462 | $5,420-73.0% | $9,243-84.2% | $4,645-68.5% |