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 | $107,418 | $54,705+96.4% | $71,209+50.8% | $84,808+26.7% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.2pp |
| Annual return | 17.35% | 35.90%-18.5pp | 282.51%-265.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,083 | $2,158+135.5% | $2,721+86.8% | $2,631+93.2% |
| Participant deferral / active EE | $10,357 | $3,030+241.8% | $4,175+148.1% | $4,212+145.9% |
| Admin fee / account holder | $6,569 | $4,863+35.1% | $5,349+22.8% | $7,344-10.5% |