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 | $94,912 | $54,705+73.5% | $71,209+33.3% | $84,808+11.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 22.80% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $4,573 | $2,158+111.9% | $2,721+68.1% | $2,631+73.8% |
| Participant deferral / active EE | $10,224 | $3,030+237.4% | $4,175+144.9% | $4,212+142.8% |
| Admin fee / account holder | $22,370 | $4,863+360.0% | $5,349+318.2% | $7,344+204.6% |