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 | $173,572 | $51,638+236.1% | $68,368+153.9% | $82,448+110.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.69% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,817 | $2,047+86.5% | $2,649+44.1% | $2,551+49.6% |
| Participant deferral / active EE | $6,422 | $2,914+120.4% | $4,123+55.8% | $4,139+55.1% |
| Admin fee / account holder | $9,441 | $4,643+103.3% | $5,150+83.3% | $7,234+30.5% |