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 | $94,925 | $57,354+65.5% | $83,848+13.2% | $64,186+47.9% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | 8.58% | 11.38%-2.8pp | 850.88%-842.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $6,061 | $2,545+138.1% | $3,631+66.9% | $2,381+154.6% |
| Participant deferral / active EE | $2,473 | $2,993-17.4% | $4,082-39.4% | $3,470-28.7% |
| Admin fee / account holder | $6,017 | $4,046+48.7% | $5,478+9.8% | $4,888+23.1% |