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 | $87,393 | $52,279+67.2% | $89,391-2.2% | $79,858+9.4% |
| Participation rate | 82.1% | 57.5%+24.6pp | 68.0%+14.2pp | 69.6%+12.5pp |
| Annual return | 12.43% | 22.16%-9.7pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,667 | $1,572+260.6% | $2,586+119.2% | $2,471+129.3% |
| Participant deferral / active EE | $4,712 | $2,740+72.0% | $3,890+21.1% | $3,740+26.0% |
| Admin fee / account holder | $21,349 | $3,356+536.1% | $4,881+337.4% | $5,306+302.3% |