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 | $56,119 | $85,766-34.6% | $136,294-58.8% | $70,131-20.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.35% | 31.45%-7.1pp | 5155.94%-5131.6pp | 73.14%-48.8pp |
| Employer contribution / active EE | $4,572 | $2,966+54.1% | $4,695-2.6% | $2,342+95.2% |
| Participant deferral / active EE | $11,643 | $5,051+130.5% | $6,247+86.4% | $3,332+249.4% |
| Admin fee / account holder | $9,423 | $5,420+73.8% | $9,243+1.9% | $4,645+102.9% |