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 | $136,242 | $88,707+53.6% | $74,183+83.7% | $273,961-50.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 120.31% | 11.94%+108.4pp | 17.74%+102.6pp | 41.45%+78.9pp |
| Employer contribution / active EE | $7,510 | $3,159+137.7% | $2,370+216.9% | $4,869+54.2% |
| Participant deferral / active EE | $5,241 | $4,212+24.4% | $3,550+47.7% | $5,287-0.9% |
| Admin fee / account holder | $6,075 | $8,717-30.3% | $5,586+8.8% | $10,132-40.0% |