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 | $106,301 | $57,354+85.3% | $83,848+26.8% | $64,186+65.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 16.65% | 11.38%+5.3pp | 850.88%-834.2pp | 7.63%+9.0pp |
| Employer contribution / active EE | $2,903 | $2,545+14.0% | $3,631-20.1% | $2,381+21.9% |
| Participant deferral / active EE | $2,602 | $2,993-13.1% | $4,082-36.2% | $3,470-25.0% |
| Admin fee / account holder | $4,794 | $4,046+18.5% | $5,478-12.5% | $4,888-1.9% |