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 3-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 | $80,539 | $58,828+36.9% | $77,999+3.3% | $62,891+28.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.71% | 17.16%-6.5pp | 425.96%-415.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $5,686 | $1,672+240.1% | $2,470+130.2% | $2,281+149.3% |
| Participant deferral / active EE | $4,945 | $2,686+84.1% | $3,497+41.4% | $3,203+54.4% |
| Admin fee / account holder | $18,858 | $4,393+329.2% | $5,480+244.1% | $4,296+339.0% |