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 | $109,531 | $63,346+72.9% | $92,233+18.8% | $70,131+56.2% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 15.43% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,261 | $2,471+32.0% | $3,679-11.4% | $2,342+39.2% |
| Participant deferral / active EE | $6,008 | $2,854+110.5% | $3,897+54.2% | $3,332+80.3% |
| Admin fee / account holder | $11,452 | $3,840+198.2% | $5,194+120.5% | $4,645+146.5% |