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 | $127,914 | $78,422+63.1% | $95,952+33.3% | $79,858+60.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.88% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $10,009 | $1,945+414.6% | $2,541+293.9% | $2,471+305.1% |
| Participant deferral / active EE | $4,014 | $3,440+16.7% | $4,167-3.7% | $3,740+7.3% |
| Admin fee / account holder | $4,008 | $5,622-28.7% | $6,795-41.0% | $5,306-24.5% |