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 | $85,082 | $29,660+186.9% | $56,411+50.8% | $80,856+5.2% |
| Participation rate | 80.8% | 41.6%+39.1pp | 52.5%+28.3pp | 67.6%+13.1pp |
| Annual return | 14.37% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,791 | $669+317.0% | $1,039+168.7% | $2,755+1.3% |
| Participant deferral / active EE | $3,580 | $1,226+192.0% | $1,952+83.4% | $4,296-16.7% |
| Admin fee / account holder | $4,175 | $2,428+72.0% | $2,829+47.6% | $6,918-39.6% |