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 | $108,281 | $96,484+12.2% | $75,886+42.7% | $152,861-29.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.99% | 33.98%-16.0pp | 30.76%-12.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,610 | $3,309-51.3% | $2,500-35.6% | $4,762-66.2% |
| Participant deferral / active EE | $4,764 | $4,553+4.6% | $3,603+32.2% | $5,850-18.6% |
| Admin fee / account holder | $5,737 | $8,078-29.0% | $5,418+5.9% | $11,596-50.5% |