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 5-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 | $68,989 | $51,638+33.6% | $68,368+0.9% | $82,448-16.3% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 32.86% | 37.53%-4.7pp | 292.57%-259.7pp | 41.64%-8.8pp |
| Employer contribution / active EE | $3,185 | $2,047+55.6% | $2,649+20.2% | $2,551+24.9% |
| Participant deferral / active EE | $7,672 | $2,914+163.3% | $4,123+86.1% | $4,139+85.3% |
| Admin fee / account holder | $12,357 | $4,643+166.1% | $5,150+139.9% | $7,234+70.8% |