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 | $66,210 | $136,307-51.4% | $106,619-37.9% | $273,961-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 75.36% | 11.05%+64.3pp | 9.42%+65.9pp | 41.45%+33.9pp |
| Employer contribution / active EE | $5,931 | $5,190+14.3% | $3,947+50.3% | $4,869+21.8% |
| Participant deferral / active EE | $6,733 | $4,969+35.5% | $3,930+71.3% | $5,287+27.4% |
| Admin fee / account holder | $402 | $8,625-95.3% | $6,418-93.7% | $10,132-96.0% |