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 | $116,948 | $51,638+126.5% | $68,368+71.1% | $82,448+41.8% |
| Participation rate | 80.8% | 63.6%+17.2pp | 73.8%+7.0pp | 68.1%+12.7pp |
| Annual return | 18.40% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,329 | $2,047+160.4% | $2,649+101.2% | $2,551+108.9% |
| Participant deferral / active EE | $6,636 | $2,914+127.8% | $4,123+61.0% | $4,139+60.3% |
| Admin fee / account holder | $27,513 | $4,643+492.5% | $5,150+434.3% | $7,234+280.3% |