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 | $156,309 | $89,753+74.2% | $107,525+45.4% | $84,808+84.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.30% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,564 | $3,113+78.7% | $3,754+48.2% | $2,631+111.5% |
| Participant deferral / active EE | $5,372 | $4,056+32.4% | $5,116+5.0% | $4,212+27.5% |
| Admin fee / account holder | $2,010 | $7,222-72.2% | $8,919-77.5% | $7,344-72.6% |