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 | $111,829 | $65,041+71.9% | $90,951+23.0% | $79,858+40.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.27% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,105 | $1,247+469.7% | $2,122+234.8% | $2,471+187.6% |
| Participant deferral / active EE | $4,937 | $2,512+96.5% | $3,373+46.4% | $3,740+32.0% |
| Admin fee / account holder | $433 | $4,536-90.5% | $5,959-92.7% | $5,306-91.8% |