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 | $115,299 | $88,672+30.0% | $105,223+9.6% | $82,448+39.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.11% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $5,770 | $3,048+89.3% | $3,689+56.4% | $2,551+126.2% |
| Participant deferral / active EE | $13,010 | $4,036+222.4% | $5,072+156.5% | $4,139+214.3% |
| Admin fee / account holder | $17,227 | $7,146+141.1% | $8,859+94.5% | $7,234+138.1% |