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 | $107,256 | $85,202+25.9% | $172,739-37.9% | $72,985+47.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.86% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $5,873 | $3,324+76.7% | $5,143+14.2% | $2,440+140.7% |
| Participant deferral / active EE | $4,098 | $3,260+25.7% | $5,198-21.2% | $3,607+13.6% |
| Admin fee / account holder | $7,011 | $5,884+19.2% | $13,954-49.8% | $5,124+36.8% |