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 | $123,356 | $98,750+24.9% | $149,696-17.6% | $79,858+54.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,310 | $3,216-59.3% | $4,644-71.8% | $2,471-47.0% |
| Participant deferral / active EE | $3,205 | $5,680-43.6% | $6,842-53.1% | $3,740-14.3% |
| Admin fee / account holder | $774 | $6,053-87.2% | $9,309-91.7% | $5,306-85.4% |