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 | $120,556 | $80,812+49.2% | $160,784-25.0% | $82,448+46.2% |
| Participation rate | 73.9% | 66.2%+7.7pp | 77.0%-3.0pp | 68.1%+5.8pp |
| Annual return | 20.30% | 100.59%-80.3pp | 1803.92%-1783.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,262 | $2,174+50.1% | $3,733-12.6% | $2,551+27.9% |
| Participant deferral / active EE | $7,087 | $4,335+63.5% | $6,293+12.6% | $4,139+71.2% |
| Admin fee / account holder | $13,858 | $7,695+80.1% | $9,717+42.6% | $7,234+91.6% |