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 | $126,482 | $98,750+28.1% | $149,696-15.5% | $79,858+58.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.73% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $5,197 | $3,216+61.6% | $4,644+11.9% | $2,471+110.3% |
| Participant deferral / active EE | $8,912 | $5,680+56.9% | $6,842+30.3% | $3,740+138.3% |
| Admin fee / account holder | $3,688 | $6,053-39.1% | $9,309-60.4% | $5,306-30.5% |