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 | $73,471 | $56,053+31.1% | $75,972-3.3% | $80,856-9.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.37% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,215 | $1,874+178.3% | $2,685+94.2% | $2,755+89.3% |
| Participant deferral / active EE | $8,641 | $3,052+183.2% | $4,255+103.1% | $4,296+101.2% |
| Admin fee / account holder | $7,355 | $5,234+40.5% | $6,467+13.7% | $6,918+6.3% |