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 | $101,233 | $91,190+11.0% | $178,490-43.3% | $79,858+26.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.16% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,945 | $3,256-9.6% | $5,011-41.2% | $2,471+19.2% |
| Participant deferral / active EE | $6,261 | $3,236+93.5% | $5,202+20.4% | $3,740+67.4% |
| Admin fee / account holder | $3,038 | $6,751-55.0% | $13,984-78.3% | $5,306-42.7% |