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 9-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 | $81,270 | $53,516+51.9% | $126,539-35.8% | $84,808-4.2% |
| Participation rate | 78.6% | 58.2%+20.3pp | 69.8%+8.8pp | 68.3%+10.3pp |
| Annual return | 22.56% | 58.34%-35.8pp | 425.95%-403.4pp | 40.90%-18.3pp |
| Employer contribution / active EE | $7,447 | $1,535+385.3% | $3,674+102.7% | $2,631+183.1% |
| Participant deferral / active EE | $7,448 | $2,671+178.9% | $4,083+82.4% | $4,212+76.8% |
| Admin fee / account holder | $10,481 | $4,497+133.1% | $6,065+72.8% | $7,344+42.7% |