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 | $153,978 | $78,422+96.3% | $95,952+60.5% | $79,858+92.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.14% | 19.37%-9.2pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,525 | $1,945+29.8% | $2,541-0.6% | $2,471+2.2% |
| Participant deferral / active EE | $5,026 | $3,440+46.1% | $4,167+20.6% | $3,740+34.4% |
| Admin fee / account holder | $4,477 | $5,622-20.4% | $6,795-34.1% | $5,306-15.6% |