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 | $77,076 | $53,127+45.1% | $86,590-11.0% | $70,131+9.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.86% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,766 | $2,068+130.5% | $2,839+67.9% | $2,342+103.5% |
| Participant deferral / active EE | $4,946 | $2,696+83.5% | $3,609+37.1% | $3,332+48.4% |
| Admin fee / account holder | $464 | $3,585-87.0% | $4,906-90.5% | $4,645-90.0% |