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 | $108,586 | $56,053+93.7% | $75,972+42.9% | $80,856+34.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 13.08% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,482 | $1,874+85.8% | $2,685+29.7% | $2,755+26.4% |
| Participant deferral / active EE | $3,822 | $3,052+25.3% | $4,255-10.2% | $4,296-11.0% |
| Admin fee / account holder | $4,849 | $5,234-7.3% | $6,467-25.0% | $6,918-29.9% |