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 | $117,887 | $89,355+31.9% | $141,162-16.5% | $72,985+61.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.12% | 111.85%-85.7pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $5,973 | $3,114+91.8% | $4,735+26.1% | $2,440+144.8% |
| Participant deferral / active EE | $18,248 | $5,418+236.8% | $6,709+172.0% | $3,607+405.9% |
| Admin fee / account holder | $10,001 | $5,958+67.9% | $10,261-2.5% | $5,124+95.2% |