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 | $83,569 | $48,230+73.3% | $67,502+23.8% | $80,856+3.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 19.25% | 18.28%+1.0pp | 3512.12%-3492.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $8,594 | $2,020+325.5% | $2,731+214.7% | $2,755+211.9% |
| Participant deferral / active EE | $9,258 | $2,924+216.7% | $4,000+131.5% | $4,296+115.5% |
| Admin fee / account holder | $6,068 | $3,681+64.8% | $3,998+51.8% | $6,918-12.3% |