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 | $84,885 | $98,750-14.0% | $149,696-43.3% | $79,858+6.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.39% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $5,264 | $3,216+63.7% | $4,644+13.4% | $2,471+113.1% |
| Participant deferral / active EE | $3,950 | $5,680-30.5% | $6,842-42.3% | $3,740+5.6% |
| Admin fee / account holder | $795 | $6,053-86.9% | $9,309-91.5% | $5,306-85.0% |