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 | $114,615 | $85,202+34.5% | $172,739-33.6% | $72,985+57.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.40% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $7,002 | $3,324+110.6% | $5,143+36.1% | $2,440+187.0% |
| Participant deferral / active EE | $5,288 | $3,260+62.2% | $5,198+1.7% | $3,607+46.6% |
| Admin fee / account holder | $3,933 | $5,884-33.2% | $13,954-71.8% | $5,124-23.2% |