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 | $113,443 | $53,127+113.5% | $86,590+31.0% | $70,131+61.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.51% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $8,154 | $2,068+294.3% | $2,839+187.2% | $2,342+248.1% |
| Participant deferral / active EE | $5,627 | $2,696+108.7% | $3,609+55.9% | $3,332+68.9% |
| Admin fee / account holder | $5,130 | $3,585+43.1% | $4,906+4.6% | $4,645+10.4% |