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 | $104,282 | $64,839+60.8% | $95,585+9.1% | $84,808+23.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.93% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,315 | $1,759+145.3% | $2,527+70.8% | $2,631+64.0% |
| Participant deferral / active EE | $2,628 | $2,965-11.3% | $4,023-34.7% | $4,212-37.6% |
| Admin fee / account holder | $2,617 | $5,964-56.1% | $6,127-57.3% | $7,344-64.4% |