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 | $99,340 | $24,730+301.7% | $66,042+50.4% | $84,808+17.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 15.39% | 79.55%-64.2pp | 52.11%-36.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,800 | $857+226.8% | $1,579+77.3% | $2,631+6.4% |
| Participant deferral / active EE | $4,398 | $1,737+153.2% | $2,835+55.1% | $4,212+4.4% |
| Admin fee / account holder | $5,516 | $3,014+83.0% | $5,747-4.0% | $7,344-24.9% |