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 | $94,041 | $54,705+71.9% | $71,209+32.1% | $84,808+10.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.85% | 35.90%-14.0pp | 282.51%-260.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $9,087 | $2,158+321.1% | $2,721+234.0% | $2,631+245.4% |
| Participant deferral / active EE | $16,508 | $3,030+444.7% | $4,175+295.4% | $4,212+292.0% |
| Admin fee / account holder | $8,079 | $4,863+66.1% | $5,349+51.1% | $7,344+10.0% |