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 | $128,673 | $95,416+34.9% | $185,823-30.8% | $85,850+49.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.04% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,762 | $3,314+13.5% | $5,167-27.2% | $2,565+46.7% |
| Participant deferral / active EE | $4,372 | $3,423+27.7% | $5,568-21.5% | $3,952+10.6% |
| Admin fee / account holder | $25,278 | $7,213+250.5% | $16,237+55.7% | $6,260+303.8% |