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 | $75,770 | $89,355-15.2% | $141,162-46.3% | $72,985+3.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.81% | 111.85%-87.0pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,423 | $3,114+42.0% | $4,735-6.6% | $2,440+81.3% |
| Participant deferral / active EE | $8,921 | $5,418+64.7% | $6,709+33.0% | $3,607+147.3% |
| Admin fee / account holder | $3,172 | $5,958-46.8% | $10,261-69.1% | $5,124-38.1% |