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 | $100,324 | $53,127+88.8% | $86,590+15.9% | $70,131+43.1% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 18.59% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,005 | $2,068+93.6% | $2,839+41.0% | $2,342+71.0% |
| Participant deferral / active EE | $5,673 | $2,696+110.4% | $3,609+57.2% | $3,332+70.3% |
| Admin fee / account holder | $2,759 | $3,585-23.1% | $4,906-43.8% | $4,645-40.6% |