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 | $131,887 | $53,127+148.2% | $86,590+52.3% | $70,131+88.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.51% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,588 | $2,068+170.2% | $2,839+96.8% | $2,342+138.6% |
| Participant deferral / active EE | $6,220 | $2,696+130.7% | $3,609+72.4% | $3,332+86.7% |
| Admin fee / account holder | $32,752 | $3,585+813.5% | $4,906+567.6% | $4,645+605.0% |