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 | $129,790 | $57,354+126.3% | $83,848+54.8% | $64,186+102.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.70% | 11.38%-1.7pp | 850.88%-841.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $7,602 | $2,545+198.7% | $3,631+109.4% | $2,381+219.3% |
| Participant deferral / active EE | $4,269 | $2,993+42.6% | $4,082+4.6% | $3,470+23.0% |
| Admin fee / account holder | $3,764 | $4,046-7.0% | $5,478-31.3% | $4,888-23.0% |