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 | $152,139 | $86,286+76.3% | $111,297+36.7% | $85,850+77.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.59% | 19.99%-3.4pp | 54.65%-38.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $3,431 | $2,043+67.9% | $2,731+25.6% | $2,565+33.8% |
| Participant deferral / active EE | $7,976 | $3,641+119.1% | $4,487+77.7% | $3,952+101.8% |
| Admin fee / account holder | $6,212 | $8,188-24.1% | $7,964-22.0% | $6,260-0.8% |