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 | $128,908 | $96,484+33.6% | $75,886+69.9% | $152,861-15.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.89% | 33.98%-15.1pp | 30.76%-11.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,222 | $3,309-32.9% | $2,500-11.2% | $4,762-53.4% |
| Participant deferral / active EE | $3,682 | $4,553-19.1% | $3,603+2.2% | $5,850-37.1% |
| Admin fee / account holder | $970 | $8,078-88.0% | $5,418-82.1% | $11,596-91.6% |