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 | $169,804 | $91,190+86.2% | $178,490-4.9% | $79,858+112.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.36% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $8,821 | $3,256+170.9% | $5,011+76.0% | $2,471+257.0% |
| Participant deferral / active EE | $4,538 | $3,236+40.2% | $5,202-12.8% | $3,740+21.3% |
| Admin fee / account holder | $2,168 | $6,751-67.9% | $13,984-84.5% | $5,306-59.1% |