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 | $118,623 | $89,355+32.8% | $141,162-16.0% | $72,985+62.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.82% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,126 | $3,114+0.4% | $4,735-34.0% | $2,440+28.1% |
| Participant deferral / active EE | $7,468 | $5,418+37.8% | $6,709+11.3% | $3,607+107.0% |
| Admin fee / account holder | $821 | $5,958-86.2% | $10,261-92.0% | $5,124-84.0% |