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 | $65,084 | $48,230+34.9% | $67,502-3.6% | $80,856-19.5% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 15.71% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,281 | $2,020+211.0% | $2,731+130.0% | $2,755+128.0% |
| Participant deferral / active EE | $7,120 | $2,924+143.5% | $4,000+78.0% | $4,296+65.8% |
| Admin fee / account holder | $10,130 | $3,681+175.2% | $3,998+153.4% | $6,918+46.4% |