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 | $116,870 | $70,428+65.9% | $96,562+21.0% | $85,850+36.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.17% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,874 | $1,413+174.2% | $2,356+64.4% | $2,565+51.0% |
| Participant deferral / active EE | $3,953 | $2,894+36.6% | $3,849+2.7% | $3,9520% |
| Admin fee / account holder | $4,503 | $4,997-9.9% | $6,181-27.2% | $6,260-28.1% |