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 | $128,222 | $49,177+160.7% | $79,464+61.4% | $64,186+99.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 5.61% | -1.16%+6.8pp | 718.14%-712.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $6,985 | $2,076+236.4% | $2,800+149.4% | $2,381+193.4% |
| Participant deferral / active EE | $6,589 | $2,821+133.5% | $3,704+77.9% | $3,470+89.9% |
| Admin fee / account holder | $14,175 | $3,839+269.2% | $5,113+177.2% | $4,888+190.0% |