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 | $107,903 | $58,208+85.4% | $81,812+31.9% | $80,856+33.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.42% | 41.66%-30.2pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,592 | $2,340+53.5% | $2,912+23.4% | $2,755+30.4% |
| Participant deferral / active EE | $7,874 | $3,281+140.0% | $4,319+82.3% | $4,296+83.3% |
| Admin fee / account holder | $4,828 | $4,981-3.1% | $7,386-34.6% | $6,918-30.2% |