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 | $85,471 | $85,766-0.3% | $136,294-37.3% | $70,131+21.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.66% | 31.45%-1.8pp | 5155.94%-5126.3pp | 73.14%-43.5pp |
| Employer contribution / active EE | $8,527 | $2,966+187.5% | $4,695+81.6% | $2,342+264.0% |
| Participant deferral / active EE | $7,329 | $5,051+45.1% | $6,247+17.3% | $3,332+120.0% |
| Admin fee / account holder | $640 | $5,420-88.2% | $9,243-93.1% | $4,645-86.2% |