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 | $134,815 | $86,286+56.2% | $111,297+21.1% | $85,850+57.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.05% | 19.99%-2.9pp | 54.65%-37.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,523 | $2,043+72.4% | $2,731+29.0% | $2,565+37.3% |
| Participant deferral / active EE | $11,242 | $3,641+208.8% | $4,487+150.5% | $3,952+184.5% |
| Admin fee / account holder | $4,364 | $8,188-46.7% | $7,964-45.2% | $6,260-30.3% |