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 | $40,351 | $84,233-52.1% | $170,442-76.3% | $70,131-42.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 25.71% | 23.06%+2.7pp | 205.93%-180.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $5,731 | $3,387+69.2% | $5,433+5.5% | $2,342+144.7% |
| Participant deferral / active EE | $4,073 | $3,086+32.0% | $4,939-17.6% | $3,332+22.2% |
| Admin fee / account holder | $936 | $5,698-83.6% | $13,880-93.3% | $4,645-79.9% |