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 | $111,838 | $91,552+22.2% | $133,956-16.5% | $79,858+40.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.73% | 61.85%-40.1pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $4,589 | $2,384+92.5% | $3,919+17.1% | $2,471+85.7% |
| Participant deferral / active EE | $5,441 | $3,733+45.7% | $5,048+7.8% | $3,740+45.5% |
| Admin fee / account holder | $10,583 | $6,321+67.4% | $8,927+18.5% | $5,306+99.4% |