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 | $104,541 | $58,234+79.5% | $81,783+27.8% | $80,874+29.3% |
| Participation rate | 80.6% | 63.4%+17.1pp | 72.4%+8.2pp | 67.6%+12.9pp |
| Annual return | 12.41% | 41.70%-29.3pp | 775.05%-762.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,490 | $2,341+6.3% | $2,913-14.5% | $2,756-9.6% |
| Participant deferral / active EE | $5,573 | $3,283+69.8% | $4,320+29.0% | $4,297+29.7% |
| Admin fee / account holder | $881 | $4,982-82.3% | $7,380-88.1% | $6,935-87.3% |