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 | $111,905 | $91,552+22.2% | $133,956-16.5% | $79,858+40.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.18% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,181 | $2,384-50.5% | $3,919-69.9% | $2,471-52.2% |
| Participant deferral / active EE | $2,419 | $3,733-35.2% | $5,048-52.1% | $3,740-35.3% |
| Admin fee / account holder | $6,041 | $6,321-4.4% | $8,927-32.3% | $5,306+13.8% |