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 | $97,134 | $112,881-14.0% | $90,951+6.8% | $158,922-38.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.75% | 215.79%-209.0pp | 134.60%-127.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,006 | $2,893-30.7% | $2,122-5.5% | $4,761-57.9% |
| Participant deferral / active EE | $6,094 | $4,128+47.6% | $3,373+80.7% | $5,982+1.9% |
| Admin fee / account holder | $1,136 | $8,041-85.9% | $5,959-80.9% | $11,246-89.9% |