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 | $94,638 | $112,881-16.2% | $90,951+4.1% | $158,922-40.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.46% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,865 | $2,893-35.5% | $2,122-12.1% | $4,761-60.8% |
| Participant deferral / active EE | $5,727 | $4,128+38.7% | $3,373+69.8% | $5,982-4.3% |
| Admin fee / account holder | $740 | $8,041-90.8% | $5,959-87.6% | $11,246-93.4% |