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 | $66,008 | $53,127+24.2% | $86,590-23.8% | $70,131-5.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.81% | 27.66%-7.9pp | 964.84%-945.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $4,163 | $2,068+101.3% | $2,839+46.6% | $2,342+77.7% |
| Participant deferral / active EE | $5,406 | $2,696+100.5% | $3,609+49.8% | $3,332+62.3% |
| Admin fee / account holder | $7,620 | $3,585+112.5% | $4,906+55.3% | $4,645+64.0% |