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 | $117,640 | $100,901+16.6% | $75,670+55.5% | $147,584-20.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.32% | 35.78%-19.5pp | 27.34%-11.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,664 | $3,253-18.1% | $2,352+13.3% | $4,876-45.4% |
| Participant deferral / active EE | $18,343 | $4,027+355.5% | $3,142+483.7% | $5,439+237.3% |
| Admin fee / account holder | $3,949 | $11,285-65.0% | $5,800-31.9% | $10,885-63.7% |