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 | $103,833 | $93,346+11.2% | $71,796+44.6% | $273,961-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.32% | 130.39%-120.1pp | 78.04%-67.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,316 | $2,733-15.3% | $1,924+20.3% | $4,869-52.4% |
| Participant deferral / active EE | $5,818 | $3,475+67.4% | $2,794+108.2% | $5,287+10.0% |
| Admin fee / account holder | $17,787 | $6,571+170.7% | $4,815+269.4% | $10,132+75.6% |