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 | $120,285 | $53,127+126.4% | $86,590+38.9% | $70,131+71.5% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 25.07% | 27.66%-2.6pp | 964.84%-939.8pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,901 | $2,068+40.3% | $2,839+2.2% | $2,342+23.8% |
| Participant deferral / active EE | $4,318 | $2,696+60.2% | $3,609+19.7% | $3,332+29.6% |
| Admin fee / account holder | $785 | $3,585-78.1% | $4,906-84.0% | $4,645-83.1% |