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 | $73,716 | $47,479+55.3% | $62,929+17.1% | $82,448-10.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.46% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,002 | $1,885+112.3% | $2,505+59.8% | $2,551+56.9% |
| Participant deferral / active EE | $6,706 | $2,870+133.6% | $3,888+72.5% | $4,139+62.0% |
| Admin fee / account holder | $1,759 | $3,804-53.8% | $5,065-65.3% | $7,234-75.7% |