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 | $56,024 | $53,127+5.5% | $86,590-35.3% | $70,131-20.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.16% | 27.66%-9.5pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $4,389 | $2,068+112.2% | $2,839+54.6% | $2,342+87.4% |
| Participant deferral / active EE | $3,796 | $2,696+40.8% | $3,609+5.2% | $3,332+13.9% |
| Admin fee / account holder | $2,937 | $3,585-18.1% | $4,906-40.1% | $4,645-36.8% |