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 | $92,458 | $53,516+72.8% | $126,539-26.9% | $84,808+9.0% |
| Participation rate | 79.2% | 58.2%+20.9pp | 69.8%+9.3pp | 68.3%+10.9pp |
| Annual return | 18.28% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,274 | $1,535+113.4% | $3,674-10.9% | $2,631+24.5% |
| Participant deferral / active EE | $6,084 | $2,671+127.8% | $4,083+49.0% | $4,212+44.5% |
| Admin fee / account holder | $2,823 | $4,497-37.2% | $6,065-53.5% | $7,344-61.6% |