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 6-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 | $128,193 | $85,022+50.8% | $70,515+81.8% | $139,434-8.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.98% | 30.38%-17.4pp | 32.77%-19.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,112 | $3,909-46.0% | $2,973-29.0% | $4,751-55.5% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,710+347.1% |
| Admin fee / account holder | $2,374 | $8,906-73.3% | $6,412-63.0% | $11,403-79.2% |