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 | $106,278 | $91,552+16.1% | $133,956-20.7% | $79,858+33.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.77% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $9,019 | $2,384+278.4% | $3,919+130.2% | $2,471+265.0% |
| Participant deferral / active EE | $5,446 | $3,733+45.9% | $5,048+7.9% | $3,740+45.6% |
| Admin fee / account holder | $7,258 | $6,321+14.8% | $8,927-18.7% | $5,306+36.8% |