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 | $95,399 | $81,632+16.9% | $70,449+35.4% | $158,922-40.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.30% | 208.40%-194.1pp | 109.03%-94.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,308 | $3,217-59.4% | $2,737-52.2% | $4,761-72.5% |
| Participant deferral / active EE | $5,231 | $4,554+14.9% | $3,709+41.0% | $5,982-12.6% |
| Admin fee / account holder | $2,192 | $6,193-64.6% | $3,845-43.0% | $11,246-80.5% |