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 | $77,894 | $48,230+61.5% | $67,502+15.4% | $80,856-3.7% |
| Participation rate | 81.5% | 66.4%+15.2pp | 72.9%+8.7pp | 67.6%+13.9pp |
| Annual return | 12.53% | 18.28%-5.7pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,999 | $2,020+296.1% | $2,731+192.9% | $2,755+190.4% |
| Participant deferral / active EE | $4,702 | $2,924+60.8% | $4,000+17.6% | $4,296+9.5% |
| Admin fee / account holder | $5,767 | $3,681+56.7% | $3,998+44.3% | $6,918-16.6% |