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 | $150,913 | $77,634+94.4% | $156,549-3.6% | $62,891+140.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.99% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,248 | $3,444+81.4% | $5,501+13.6% | $2,281+173.9% |
| Participant deferral / active EE | $5,342 | $3,045+75.4% | $4,871+9.7% | $3,203+66.8% |
| Admin fee / account holder | $1,929 | $5,561-65.3% | $13,027-85.2% | $4,296-55.1% |