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 | $117,333 | $89,355+31.3% | $141,162-16.9% | $72,985+60.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.80% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $4,955 | $3,114+59.1% | $4,735+4.6% | $2,440+103.1% |
| Participant deferral / active EE | $7,318 | $5,418+35.1% | $6,709+9.1% | $3,607+102.8% |
| Admin fee / account holder | $6,950 | $5,958+16.6% | $10,261-32.3% | $5,124+35.6% |