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 | $153,780 | $78,705+95.4% | $117,854+30.5% | $70,131+119.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.25% | 23.30%-9.1pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $5,585 | $2,223+151.2% | $3,786+47.5% | $2,342+138.4% |
| Participant deferral / active EE | $7,907 | $3,297+139.8% | $4,482+76.4% | $3,332+137.3% |
| Admin fee / account holder | $345 | $5,065-93.2% | $8,020-95.7% | $4,645-92.6% |