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 9-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 | $82,915 | $58,208+42.4% | $81,812+1.3% | $80,856+2.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.37% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $9,291 | $2,340+297.0% | $2,912+219.0% | $2,755+237.2% |
| Participant deferral / active EE | $11,835 | $3,281+260.7% | $4,319+174.0% | $4,296+175.5% |
| Admin fee / account holder | $479 | $4,981-90.4% | $7,386-93.5% | $6,918-93.1% |