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 | $143,092 | $108,172+32.3% | $77,482+84.7% | $158,922-10.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.26% | 31.67%-13.4pp | 54.79%-36.5pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,744 | $1,325+182.6% | $986+279.5% | $4,761-21.4% |
| Participant deferral / active EE | $7,398 | $2,456+201.2% | $1,861+297.5% | $5,982+23.7% |
| Admin fee / account holder | $387 | $3,708-89.6% | $2,858-86.5% | $11,246-96.6% |