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 | $137,104 | $89,355+53.4% | $141,162-2.9% | $72,985+87.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 45.34% | 111.85%-66.5pp | 71.39%-26.0pp | 81.00%-35.7pp |
| Employer contribution / active EE | $2,221 | $3,114-28.7% | $4,735-53.1% | $2,440-9.0% |
| Participant deferral / active EE | $9,513 | $5,418+75.6% | $6,709+41.8% | $3,607+163.7% |
| Admin fee / account holder | $821 | $5,958-86.2% | $10,261-92.0% | $5,124-84.0% |