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 | $98,128 | $81,208+20.8% | $98,907-0.8% | $79,858+22.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.78% | 60.99%-49.2pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,416 | $1,960+23.3% | $2,689-10.2% | $2,471-2.2% |
| Participant deferral / active EE | $4,650 | $3,265+42.4% | $4,244+9.6% | $3,740+24.3% |
| Admin fee / account holder | $1,516 | $6,013-74.8% | $6,642-77.2% | $5,306-71.4% |