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 | $118,253 | $57,354+106.2% | $83,848+41.0% | $64,186+84.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.68% | 11.38%-3.7pp | 850.88%-843.2pp | 7.63%+0.1pp |
| Employer contribution / active EE | $3,315 | $2,545+30.2% | $3,631-8.7% | $2,381+39.2% |
| Participant deferral / active EE | $1,795 | $2,993-40.0% | $4,082-56.0% | $3,470-48.3% |
| Admin fee / account holder | $5,346 | $4,046+32.2% | $5,478-2.4% | $4,888+9.4% |